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

Investment Planning Advisors, Inc.

$273 Million
Q3 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 354,813 shares of FBND stock, worth $16.5 Million. This represents 6.01% of its overall portfolio holdings.

Number of Shares

354,813

Previous 482,517 26.47%

Holding current value

$16.5 Million

Previous $22.1 Million 25.68%

% of portfolio

6.01%

Previous 10.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$45.26 - $46.63 $5.78 Million - $5.95 Million	-127,704 Reduced 26.47%	354,813 $16.4 Million
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

697

Shares Held

364M

Call Options Held

20.7K

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

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