SEC 13F Intelligence

Wealthspan Partners, LLC / FBND

Wealthspan Partners, LLC’s Fidelity Merrimack Str Tr Position

Does Wealthspan Partners, LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 152.6K shares worth $7M (+2.45% of its 13F portfolio) as of Q1 2026, up from 146.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
152.6K
% of Portfolio
+2.45%
Quarters Held
11
currently held

Position History FBND

Reported value by quarter
Q3 ’23: $483,268Q3 ’23Q4 ’23: $627,263Q1 ’24: $821,076Q1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026152.6K$7M+2.45%
Q4 2025146.7K$7M+2.45%
Q3 2025113.8K$5M+2.01%
Q2 202597.3K$4M+1.84%
Q1 202589.1K$4M+1.88%
Q4 202471.5K$3M+1.53%
Q3 202451.4K$2M+1.19%
Q2 202426.2K$1M+0.65%
Q1 202418.1K$821,076+0.48%
Q4 202313.6K$627,263+0.44%
Q3 202311.1K$483,268+0.38%

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