SEC 13F Intelligence

Targeted Financial Services LLC / FBND

Targeted Financial Services LLC’s Fidelity Merrimack Str Tr Position

Does Targeted Financial Services LLC own Fidelity Merrimack Str Tr (FBND)? Yes533.5K shares worth $24M (+19.96% of its 13F portfolio) as of Q1 2026.

Position Value
$24M
Q1 2026
Shares
533.5K
% of Portfolio
+19.96%
Quarters Held
1
currently held

Position History FBND

Reported value by quarter
Q1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026533.5K$24M+19.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Targeted Financial Services LLC’s full portfolio or all institutional holders of FBND.