SEC 13F Intelligence

Triangle Securities Wealth Management / FBND

Triangle Securities Wealth Management’s Fidelity Merrimack Str Tr Position

Does Triangle Securities Wealth Management own Fidelity Merrimack Str Tr (FBND)? Yes — 113.2K shares worth $5M (+1.02% of its 13F portfolio) as of Q2 2026, up from 103.7K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
113.2K
% of Portfolio
+1.02%
Quarters Held
8
currently held

Position History FBND

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $5MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026113.2K$5M+1.02%
Q1 2026103.7K$5M+1.07%
Q4 202595.4K$4M+0.93%
Q3 202591.4K$4M+0.96%
Q2 202590.0K$4M+1.01%
Q1 202561.5K$3M+0.72%
Q4 202442.1K$2M+0.48%
Q3 202428.1K$1M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of FBND.