Usadvisors Wealth Management, LLC / FBND
Usadvisors Wealth Management, LLC’s Fidelity Merrimack Str Tr Position
Does Usadvisors Wealth Management, LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 251.2K shares worth $11M (+3.79% of its 13F portfolio) as of Q1 2026, up from 243.2K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
251.2K
% of Portfolio
+3.79%
Quarters Held
12
currently held
Position History FBND
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 251.2K | $11M | +3.79% |
| Q4 2025 | 243.2K | $11M | +3.69% |
| Q3 2025 | 230.9K | $11M | +3.69% |
| Q2 2025 | 229.0K | $10M | +3.89% |
| Q1 2025 | 217.5K | $10M | +3.46% |
| Q4 2024 | 222.0K | $10M | +3.24% |
| Q3 2024 | 184.0K | $9M | +3.01% |
| Q2 2024 | 181.7K | $8M | +2.87% |
| Q1 2024 | 174.4K | $8M | +2.98% |
| Q4 2023 | 174.4K | $8M | +3.33% |
| Q3 2023 | 131.8K | $6M | +2.56% |
| Q2 2023 | 110.7K | $5M | +2.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of FBND.