SEC 13F Intelligence

Kfa Private Wealth Group, LLC / FBND

Kfa Private Wealth Group, LLC’s Fidelity Merrimack Str Tr Position

Does Kfa Private Wealth Group, LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 445.7K shares worth $20M (+4.88% of its 13F portfolio) as of Q1 2026, up from 412.8K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
445.7K
% of Portfolio
+4.88%
Quarters Held
9
currently held

Position History FBND

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $8MQ3 ’24: $13MQ3 ’24Q4 ’24: $14MQ1 ’25: $16MQ1 ’25Q2 ’25: $13MQ3 ’25: $16MQ3 ’25Q4 ’25: $19MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026445.7K$20M+4.88%
Q4 2025412.8K$19M+4.62%
Q3 2025343.6K$16M+4.54%
Q2 2025292.5K$13M+4.15%
Q1 2025355.4K$16M+5.68%
Q4 2024320.4K$14M+6.02%
Q3 2024271.7K$13M+6.06%
Q2 2024188.1K$8M+4.38%
Q1 202434.8K$2M+0.49%

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