SEC 13F Intelligence

Lpf Advisors LLC / FBND

Lpf Advisors LLC’s Fidelity Merrimack Str Tr Position

Does Lpf Advisors LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 268.5K shares worth $12M (+10.03% of its 13F portfolio) as of Q1 2025, up from 252.2K shares the prior filed quarter.

Position Value
$12M
Q1 2025
Shares
268.5K
% of Portfolio
+10.03%
Quarters Held
5
currently held

Position History FBND

Reported value by quarter
Q1 ’24: $10MQ1 ’24Q2 ’24: $10MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $11MQ4 ’24Q1 ’25: $12MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025268.5K$12M+10.03%
Q4 2024252.2K$11M+9.47%
Q3 2024238.6K$11M+9.54%
Q2 2024226.8K$10M+9.40%
Q1 2024219.4K$10M+9.96%

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