Miller Financial Services’s Fidelity Total Bond ETF FBND Stock Holding History

Miller Financial Services’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	$564K	Hold	12,409	–	–	0.45%	70
2026 Q1	$566K	Buy	12,409 +19	+0.2%	+$876	0.62%	50
2025 Q4	$570K	Hold	12,390	–	–	0.67%	45
2025 Q3	$573K	Sell	12,390 -284	-2%	-$13K	0.66%	43
2025 Q2	$580K	Sell	12,674 -327	-3%	-$14.8K	0.74%	41
2025 Q1	$593K	Sell	13,001 -250	-2%	-$11.3K	0.85%	37
2024 Q4	$595K	Buy	+13,251	New	+$606K	0.5%	61

Other funds holding FBND

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Miller Financial Services's FBND Position: Q2 2026 in Review

Miller Financial Services held its Fidelity Total Bond ETF (FBND) position steady in Q2 2026 at 12,409 shares worth $564K. The position accounts for 0.45% of the portfolio, ranked #70.

Miller Financial Services first reported a position in FBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q4 2024. 353 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

Miller Financial Services held 12,409 shares of Fidelity Total Bond ETF worth $564K as of Q2 2026.
Miller Financial Services left its Fidelity Total Bond ETF share count unchanged in Q2 2026.
Fidelity Total Bond ETF made up 0.45% of Miller Financial Services's portfolio in Q2 2026, its #70 holding.
Miller Financial Services first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Fidelity Total Bond ETF position peaked at $595K in Q4 2024.
353 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.