SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / FBND

Edmonds Duncan Registered Investment Advisors, LLC’s Fidelity Merrimack Str Tr Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 742.9K shares worth $35M (+7.60% of its 13F portfolio) as of Q3 2024, up from 697.1K shares the prior filed quarter.

Position Value
$35M
Q3 2024
Shares
742.9K
% of Portfolio
+7.60%
Quarters Held
5
currently held

Position History FBND

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $15MQ4 ’23Q1 ’24: $16MQ1 ’24Q2 ’24: $31MQ2 ’24Q3 ’24: $35MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024742.9K$35M+7.60%
Q2 2024697.1K$31M+7.63%
Q1 2024354.9K$16M+4.03%
Q4 2023331.5K$15M+3.96%
Q3 202343.9K$2M+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of FBND.