Lokken Investment Group LLC / FBND
Lokken Investment Group LLC’s Fidelity Merrimack Str Tr Position
Does Lokken Investment Group LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 204.6K shares worth $9M (+3.25% of its 13F portfolio) as of Q3 2025, up from 186.0K shares the prior filed quarter.
Position Value
$9M
Q3 2025
Shares
204.6K
% of Portfolio
+3.25%
Quarters Held
13
currently held
Position History FBND
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 204.6K | $9M | +3.25% |
| Q2 2025 | 186.0K | $9M | +3.28% |
| Q1 2025 | 165.9K | $8M | +3.19% |
| Q4 2024 | 144.5K | $6M | +2.80% |
| Q3 2024 | 125.7K | $6M | +2.45% |
| Q2 2024 | 117.1K | $5M | +2.47% |
| Q1 2024 | 102.0K | $5M | +2.30% |
| Q4 2023 | 182.5K | $8M | +4.75% |
| Q3 2023 | 171.3K | $7M | +4.89% |
| Q2 2023 | 157.7K | $7M | +4.67% |
| Q1 2023 | 144.6K | $7M | +5.05% |
| Q4 2022 | 135.8K | $6M | +4.82% |
| Q3 2022 | 128.3K | $6M | +4.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of FBND.