Purchases and Sales Made in Q2 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-136- 9.97% |
$6.08K - $6.25K
|
1.23K
$57.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-137- 2.83% |
$6.12K - $6.3K
|
4.7K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-144- 96.0% |
$6.43K - $6.62K
|
6
$279
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-148- 1.23% |
$6.61K - $6.8K
|
11.9K
$554K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-154- 1.91% |
$6.88K - $7.08K
|
7.9K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-183- 0.84% |
$8.18K - $8.41K
|
21.6K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-195- 0.71% |
$8.71K - $8.96K
|
27.1K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-225- 1.91% |
$10.1K - $10.3K
|
11.6K
$539K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-226- 1.55% |
$10.1K - $10.4K
|
14.3K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-232- 0.58% |
$10.4K - $10.7K
|
39.6K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-239- 12.87% |
$10.7K - $11K
|
1.62K
$75.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-322- 1.32% |
$14.4K - $14.8K
|
24.1K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-326- 0.37% |
$14.6K - $15K
|
87.6K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-352- 1.89% |
$15.7K - $16.2K
|
18.3K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-399- 1.65% |
$17.8K - $18.3K
|
23.8K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-436- 6.2% |
$19.5K - $20K
|
6.6K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-437- 98.65% |
$19.5K - $20.1K
|
6
$279
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-463- 9.35% |
$20.7K - $21.3K
|
4.49K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-491- 16.91% |
$21.9K - $22.6K
|
2.41K
$112K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-495- 7.77% |
$22.1K - $22.8K
|
5.87K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-516- 1.11% |
$23.1K - $23.7K
|
46.2K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-516- 2.31% |
$23.1K - $23.7K
|
21.9K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-552- 2.96% |
$24.7K - $25.4K
|
18.1K
$843K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-555- 9.67% |
$24.8K - $25.5K
|
5.18K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-588- 1.26% |
$26.3K - $27K
|
46.2K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-610- 4.39% |
$27.3K - $28K
|
13.3K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-630- 5.3% |
$28.1K - $29K
|
11.3K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-632- 9.62% |
$28.2K - $29K
|
5.94K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-637- 1.83% |
$28.5K - $29.3K
|
34.3K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-690- 87.23% |
$30.8K - $31.7K
|
101
$4.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-696- 34.58% |
$31.1K - $32K
|
1.32K
$61.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-712- 8.98% |
$31.8K - $32.7K
|
7.22K
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-714- 2.1% |
$31.9K - $32.8K
|
33.4K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-716- 2.77% |
$32K - $32.9K
|
25.1K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-784- 10.05% |
$35K - $36K
|
7.01K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-850- 3.49% |
$38K - $39.1K
|
23.5K
$1.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-856- 5.1% |
$38.2K - $39.3K
|
15.9K
$741K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-882- 10.2% |
$39.4K - $40.5K
|
7.76K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-886- 5.34% |
$39.6K - $40.7K
|
15.7K
$732K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-905- 0.13% |
$40.4K - $41.6K
|
688K
$32M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-912- 3.38% |
$40.7K - $41.9K
|
26.1K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-947- 7.57% |
$42.3K - $43.5K
|
11.6K
$538K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-951- 0.54% |
$42.5K - $43.7K
|
174K
$8.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-995- 7.52% |
$44.5K - $45.7K
|
12.2K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.02K- 1.37% |
$45.4K - $46.7K
|
73K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.02K- 13.49% |
$45.7K - $47K
|
6.55K
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.09K- 5.05% |
$48.7K - $50.1K
|
20.5K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.18K- 14.32% |
$52.6K - $54.1K
|
7.04K
$328K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 30.54% |
$53.9K - $55.4K
|
2.74K
$128K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1.32K- 43.91% |
$59.1K - $60.8K
|
1.69K
$78.7K
|