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Showing 9 of 20 quarters

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

Yes. Axxcess Wealth Management holds 107,168 shares of FBND, worth $4.6M, as of its Q3 2026 13F filing. It reduced the position by 87,430 shares (-44.9%) from Q2 2026. Axxcess Wealth Management has held FBND in every 13F on record since Q4 2021, 20 quarterly filings. FBND is 0.2% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$4.6M

Current Shares

107,168

Total Value Change

+$2.4M

Total Shares Change

+59,748

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
107,168
-44.9%
$4.6M0.2%$43.13
0
2026-Q2
Decreased
194,598
-7.4%
$8.9M0.1%$44.79
0
2026-Q1
Increased
210,199
+0.1%
$9.6M0.3%$44.42
33
2025-Q4
Decreased
209,965
-5.9%
$9.7M0.2%$44.36
0
2025-Q3
Decreased
223,222
-9.2%
$10.3M0.2%$43.97
0
2025-Q2
Decreased
245,803
-18.4%
$11.2M0.3%$43.01
0
2025-Q1
Increased
301,404
+128.9%
$13.8M0.4%$42.41
54
2024-Q4
Increased
131,649
+177.6%
$5.9M0.1%$41.24
52
2024-Q3
Increased
47,420
+2.1%
$2.2M0.1%$42.45
27

Other major holders of FBND: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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