Investment Planning Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Investment Planning Advisors, Inc.

$203 Million
Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 482,517 shares of FBND stock, worth $22.1 Million. This represents 10.87% of its overall portfolio holdings.

Number of Shares

482,517

Previous 223,683 115.71%

Holding current value

$22.1 Million

Previous $10.2 Million 116.19%

% of portfolio

10.87%

Previous 5.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$44.68 - $45.96 $11.6 Million - $11.9 Million	258,834 Added 115.71%	482,517 $22.1 Million
Q1 2025 Apr 22, 2025	SELL	$44.41 - $45.98 $69,368 - $71,820	-1,562 Reduced 0.69%	223,683 $10.2 Million
Q4 2024 Jan 22, 2025	BUY	$44.87 - $46.86 $605,655 - $632,516	13,498 Added 6.37%	225,245 $10.1 Million
Q2 2024 Jul 22, 2024	BUY	$44.06 - $45.49 $9.33 Million - $9.63 Million	211,747 New	211,747 $9.51 Billion

Others Institutions Holding FBND

# of Institutions

675

Shares Held

348M

Call Options Held

35.3K

Put Options Held

1.7K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Account

Investment Planning Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History