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FBND
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Position history for Integrated Wealth Concepts LLC's holdings in FIDELITY MERRIMACK STR TR

Integrated Wealth Concepts LLC holds 1.2M shares of FBND (FIDELITY MERRIMACK STR TR), worth $56.6M as of 2026-Q1. The position was increased (+10.4% shares). FBND represents 0.5% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$56.6M

Current Shares

1.2M

Total Value Change

+$46.2M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+10.4%
$56.6M0.5%$46.35
39
2025-Q4
Decreased
1.1M
-7.8%
$51.8M0.6%$46.03
0
2025-Q3
Decreased
1.2M
-2.6%
$56.4M0.5%$45.52
0
2025-Q2
Increased
1.3M
+170.6%
$57.3M0.6%$44.34
67
2025-Q1
Increased
462,778
+28.6%
$21.1M0.2%$43.74
43
2024-Q4
Increased
359,741
+25.0%
$16.1M0.2%$42.73
41
2024-Q3
Increased
287,819
+24.1%
$13.5M0.2%$44.03
41
2024-Q2
Increased
231,895
+39.6%
$10.4M0.1%$41.74
44

Other major holders of FBND: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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