Westhill Financial Advisors, Inc. / FBND
Westhill Financial Advisors, Inc.’s Fidelity Merrimack Str Tr Position
Does Westhill Financial Advisors, Inc. own Fidelity Merrimack Str Tr (FBND)? Yes — 895.4K shares worth $41M (+7.81% of its 13F portfolio) as of Q1 2026, up from 838.4K shares the prior filed quarter.
Position Value
$41M
Q1 2026
Shares
895.4K
% of Portfolio
+7.81%
Quarters Held
19
currently held
Position History FBND
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 895.4K | $41M | +7.81% |
| Q4 2025 | 838.4K | $39M | +7.33% |
| Q3 2025 | 806.7K | $37M | +7.31% |
| Q2 2025 | 746.2K | $34M | +7.24% |
| Q1 2025 | 741.1K | $34M | +7.74% |
| Q4 2024 | 682.9K | $31M | +6.86% |
| Q3 2024 | 662.5K | $31M | +6.95% |
| Q2 2024 | 627.3K | $28M | +6.84% |
| Q1 2024 | 620.0K | $28M | +6.91% |
| Q4 2023 | 577.3K | $27M | +7.04% |
| Q3 2023 | 574.0K | $25M | +7.30% |
| Q2 2023 | 543.8K | $25M | +6.99% |
| Q1 2023 | 534.3K | $25M | +7.35% |
| Q4 2022 | 502.1K | $23M | +7.22% |
| Q3 2022 | 504.3K | $22M | +7.64% |
| Q2 2022 | 493.7K | $23M | +7.58% |
| Q1 2022 | 500.5K | $25M | +7.19% |
| Q4 2021 | 237.7K | $13M | +3.56% |
| Q3 2021 | 235.0K | $12M | +3.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westhill Financial Advisors, Inc.’s full portfolio or all institutional holders of FBND.