Milestone Asset Management’s Fidelity Total Bond ETF FBND Stock Holding History

Milestone Asset Management’s Portfolio FBND Stock Details FBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Buy	10,747 +3,061	+40%	+$140K	0.08%	185
2026 Q1	$351K	Buy	7,686 +2,524	+49%	+$116K	0.06%	190
2025 Q4	$238K	Sell	5,162 -2,975	-37%	-$138K	0.04%	195
2025 Q3	$376K	Buy	8,137 +3,754	+86%	+$172K	0.07%	175
2025 Q2	$201K	Sell	4,383 -2,446	-36%	-$111K	0.04%	199
2025 Q1	$312K	Sell	6,829 -10,332	-60%	-$468K	0.07%	185
2024 Q4	$770K	Buy	17,161 +3,254	+23%	+$149K	0.17%	127
2024 Q3	$650K	Buy	13,907 +1,203	+9%	+$55.6K	0.15%	122
2024 Q2	$571K	Buy	12,704 +3,723	+41%	+$167K	0.14%	121
2024 Q1	$407K	Buy	+8,981	New	+$408K	0.12%	119

Other funds holding FBND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Asset Management's FBND Position: Q2 2026 in Review

Milestone Asset Management increased its Fidelity Total Bond ETF (FBND) stake by 40% in Q2 2026, buying an estimated $140K and bringing the position to 10,747 shares worth $489K. The position accounts for 0.08% of the portfolio, ranked #185.

Milestone Asset Management first reported a position in FBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $770K in Q4 2024. 789 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Milestone Asset Management held 10,747 shares of Fidelity Total Bond ETF worth $489K as of Q2 2026.
Milestone Asset Management bought 3,061 Fidelity Total Bond ETF shares in Q2 2026, an estimated $140K.
Fidelity Total Bond ETF made up 0.08% of Milestone Asset Management's portfolio in Q2 2026, its #185 holding.
Milestone Asset Management first reported a position in Fidelity Total Bond ETF in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's Fidelity Total Bond ETF position peaked at $770K in Q4 2024.
789 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.