SEC 13F Intelligence

Envision Financial Planning, LLC / FBND

Envision Financial Planning, LLC’s Fidelity Merrimack Str Tr Position

Does Envision Financial Planning, LLC own Fidelity Merrimack Str Tr (FBND)? Yes — 560.3K shares worth $26M (+9.25% of its 13F portfolio) as of Q1 2026, up from 497.9K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
560.3K
% of Portfolio
+9.25%
Quarters Held
7
currently held

Position History FBND

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $23MQ4 ’25Q1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026560.3K$26M+9.25%
Q4 2025497.9K$23M+8.67%
Q3 2025105.9K$5M+2.08%
Q2 202592.0K$4M+1.97%
Q1 202585.8K$4M+2.00%
Q4 202482.3K$4M+1.91%
Q3 202478.6K$4M+1.93%

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