Olio Financial Planning / FBND
Olio Financial Planning’s Fidelity Merrimack Str Tr Position
Does Olio Financial Planning own Fidelity Merrimack Str Tr (FBND)? Yes — 1.02M shares worth $46M (+12.87% of its 13F portfolio) as of Q1 2026, up from 975.7K shares the prior filed quarter.
Position Value
$46M
Q1 2026
Shares
1.02M
% of Portfolio
+12.87%
Quarters Held
17
currently held
Position History FBND
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.02M | $46M | +12.87% |
| Q4 2025 | 975.7K | $45M | +12.60% |
| Q3 2025 | 922.4K | $43M | +12.51% |
| Q2 2025 | 884.0K | $40M | +12.76% |
| Q1 2025 | 854.2K | $39M | +13.48% |
| Q4 2024 | 765.9K | $34M | +12.07% |
| Q3 2024 | 111.9K | $5M | +2.17% |
| Q2 2024 | 111.9K | $5M | +2.18% |
| Q1 2024 | 111.9K | $5M | +2.17% |
| Q4 2023 | 116.0K | $5M | +2.24% |
| Q3 2023 | 99.7K | $4M | +2.04% |
| Q2 2023 | 90.9K | $4M | +1.96% |
| Q1 2023 | 78.6K | $4M | +1.87% |
| Q4 2022 | 57.2K | $3M | +1.40% |
| Q3 2022 | 38.9K | $2M | +1.03% |
| Q2 2022 | 36.4K | $2M | +0.95% |
| Q1 2022 | 18.9K | $939,000 | +0.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olio Financial Planning’s full portfolio or all institutional holders of FBND.