Position history for Integrated Wealth Concepts LLC's holdings in FIDELITY MERRIMACK STR TR
Integrated Wealth Concepts LLC holds 1.1M shares of FBND (FIDELITY MERRIMACK STR TR), worth $51.8M as of 2025-Q4. The position was decreased (-7.8% shares). FBND represents 0.6% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$51.8M
Current Shares
1.1M
Total Value Change
+$41.3M
Total Shares Change
+892,227
Other major holders of FBND: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.1M |
-7.8% |
| $51.8M |
| 0.6% |
| $46.03 |
0 |
| 2025-Q3 | Decreased | 1.2M | -2.6% | $56.4M | 0.5% | $45.52 | 0 |
| 2025-Q2 | Increased | 1.3M | +170.6% | $57.3M | 0.6% | $44.34 | 67 |
| 2025-Q1 | Increased | 462,778 | +28.6% | $21.1M | 0.2% | $43.74 | 43 |
| 2024-Q4 | Increased | 359,741 | +25.0% | $16.1M | 0.2% | $42.73 | 41 |
| 2024-Q3 | Increased | 287,819 | +24.1% | $13.5M | 0.2% | $44.03 | 41 |
| 2024-Q2 | Increased | 231,895 | +39.6% | $10.4M | 0.1% | $41.74 | 44 |