Goodwin Investment Advisory / FBND
Goodwin Investment Advisory’s Fidelity Merrimack Str Tr Position
Does Goodwin Investment Advisory own Fidelity Merrimack Str Tr (FBND)? Yes — 284.8K shares worth $13M (+15.47% of its 13F portfolio) as of Q1 2026, up from 281.8K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
284.8K
% of Portfolio
+15.47%
Quarters Held
14
currently held
Position History FBND
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 284.8K | $13M | +15.47% |
| Q4 2025 | 281.8K | $13M | +14.24% |
| Q3 2025 | 247.7K | $11M | +12.28% |
| Q2 2025 | 239.5K | $11M | +12.65% |
| Q1 2025 | 271.0K | $12M | +19.21% |
| Q4 2024 | 711.3K | $32M | +16.72% |
| Q3 2024 | 640.4K | $30M | +12.96% |
| Q2 2024 | 620.2K | $28M | +12.79% |
| Q1 2024 | 562.0K | $25M | +12.01% |
| Q4 2023 | 536.6K | $25M | +12.85% |
| Q3 2023 | 522.3K | $23M | +13.46% |
| Q2 2023 | 513.2K | $23M | +13.61% |
| Q1 2023 | 510.8K | $23M | +15.32% |
| Q4 2022 | 484.0K | $22M | +15.46% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodwin Investment Advisory’s full portfolio or all institutional holders of FBND.