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Milestone Investment Advisors LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on FBND, newest first. How the timeline and the estimate are built.

Milestone Investment Advisors LLC held 290,314 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,314 shares
    Change vs previous 13F +16,067 shares

    2.85% of the 13F portfolio, value $13,206,399.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 274,247 shares
    Change vs previous 13F -1,669 shares

    3.02% of the 13F portfolio, value $12,511,162.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 275,916 shares
    Change vs previous 13F +13,144 shares

    3.08% of the 13F portfolio, value $12,703,175.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 262,772 shares
    Change vs previous 13F +20,403 shares

    3.02% of the 13F portfolio, value $12,150,575.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 242,369 shares
    Change vs previous 13F +3,067 shares

    2.89% of the 13F portfolio, value $11,088,392.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 239,302 shares
    Change vs previous 13F +13,365 shares

    3.03% of the 13F portfolio, value $10,924,133.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 225,937 shares
    Change vs previous 13F +216,085 shares

    2.75% of the 13F portfolio, value $10,137,807.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,852 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $460,483.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).