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FBNDFBND
9 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in FIDELITY MERRIMACK STR TR

Dynasty Wealth Management, LLC holds 11M shares of FBND (FIDELITY MERRIMACK STR TR), worth $499M as of 2026-Q2. The position was increased (+7.4% shares). FBND represents 3.7% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$499M

Current Shares

11M

Total Value Change

+$449.8M

Total Shares Change

+9.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11M
+7.4%
$499M3.7%$45.31
62
2026-Q1
Increased
10.2M
+18.0%
$465.8M4.1%$44.93
67
2025-Q4
Increased
8.7M
+29.9%
$398.3M3.9%$44.87
72
2025-Q3
Increased
6.7M
+13.4%
$307.8M4.1%$44.48
64
2025-Q2
Decreased
5.9M
-1.7%
$268.5M4.6%$43.51
0
2025-Q1
Increased
6M
+103.0%
$272.5M4.5%$42.90
91
2024-Q4
Increased
2.9M
+142.1%
$131.9M2.3%$41.71
84
2024-Q3
Increased
1.2M
+10.9%
$56.8M1.7%$42.94
51
2024-Q2
New
1.1M
-
$49.2M1.5%$40.81
67

Other major holders of FBND: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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