Milestone Asset Management, LLC Fidelity Merrimack Str Tr Tota Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025

A detailed history of Milestone Asset Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,383 shares of FBND stock, worth $203,897. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,383
Previous 6,829 35.82%
Holding current value
$203,897
Previous $312 Million 35.68%
% of portfolio
0.04%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$44.68 - $45.96 $109,287 - $112,418
-2,446 Reduced 35.82%
4,383 $201 Million
Q1 2025

Apr 09, 2025
SELL
$44.41 - $45.98 $458,844 - $475,065
-10,332 Reduced 60.21%
6,829 $312 Million
Q4 2024

Jan 23, 2025
BUY
$44.87 - $46.86 $146,006 - $152,482
3,254 Added 23.4%
17,161 $770 Million
Q3 2024

Oct 25, 2024
BUY
$44.65 - $47.21 $53,713 - $56,793
1,203 Added 9.47%
13,907 $650 Million
Q2 2024

Jul 19, 2024
BUY
$44.06 - $45.49 $164,035 - $169,359
3,723 Added 41.45%
12,704 $571 Million
Q1 2024

Apr 23, 2024
BUY
$44.85 - $46.02 $402,797 - $413,305
8,981 New
8,981 $407 Million

Others Institutions Holding FBND

# of Institutions
684
Shares Held
355M
Call Options Held
20.7K
Put Options Held
0
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email