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
Other major holders of FBND: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Increased |
| 1.2M |
+10.4% |
| $56.6M |
| 0.5% |
| $46.35 |
39 |
| 2025-Q4 | 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 |