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Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in FIDELITY MERRIMACK STR TR

AXXCESS WEALTH MANAGEMENT, LLC holds 194,598 shares of FBND (FIDELITY MERRIMACK STR TR), worth $8.9M as of 2026-Q2. The position was decreased (-7.4% shares). FBND represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$8.9M

Current Shares

194,598

Total Value Change

+$6.6M

Total Shares Change

+147,178

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
194,598
-7.4%
$8.9M0.1%$45.31
0
2026-Q1
Increased
210,199
+0.1%
$9.6M0.3%$44.93
33
2025-Q4
Decreased
209,965
-5.9%
$9.7M0.2%$44.87
0
2025-Q3
Decreased
223,222
-9.2%
$10.3M0.2%$44.48
0
2025-Q2
Decreased
245,803
-18.4%
$11.2M0.3%$43.51
0
2025-Q1
Increased
301,404
+128.9%
$13.8M0.4%$42.90
54
2024-Q4
Increased
131,649
+177.6%
$5.9M0.1%$41.71
52
2024-Q3
Increased
47,420
+2.1%
$2.2M0.1%$42.94
27

Other major holders of FBND: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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