Position history for Dynasty Wealth Management, LLC's holdings in FIDELITY MERRIMACK STR TR
Dynasty Wealth Management, LLC holds 10.2M shares of FBND (FIDELITY MERRIMACK STR TR), worth $465.8M as of 2026-Q1. The position was increased (+18.0% shares). FBND represents 4.1% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$465.8M
Current Shares
10.2M
Total Value Change
+$416.6M
Total Shares Change
+9.1M
Other major holders of FBND: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Increased |
| 10.2M |
+18.0% |
| $465.8M |
| 4.1% |
| $46.35 |
67 |
| 2025-Q4 | Increased | 8.7M | +29.9% | $398.3M | 3.9% | $46.03 | 72 |
| 2025-Q3 | Increased | 6.7M | +13.4% | $307.8M | 4.1% | $45.52 | 64 |
| 2025-Q2 | Decreased | 5.9M | -1.7% | $268.5M | 4.6% | $44.34 | 0 |
| 2025-Q1 | Increased | 6M | +103.0% | $272.5M | 4.5% | $43.74 | 91 |
| 2024-Q4 | Increased | 2.9M | +142.1% | $131.9M | 2.3% | $42.73 | 84 |
| 2024-Q3 | Increased | 1.2M | +10.9% | $56.8M | 1.7% | $44.03 | 51 |
| 2024-Q2 | New | 1.1M | - | $49.2M | 1.5% | $41.74 | 67 |