Action Point Financial Planning’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Action Point Financial Planning’s Portfolio FIGB Stock Details FIGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.1K	Buy	+377	New	+$16.2K	﹤0.01%	1224

Other funds holding FIGB

HBT

Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KAS

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

Action Point Financial Planning's FIGB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Investment Grade Bond ETF (FIGB) in Q2 2026: 377 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings.

63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

Action Point Financial Planning held 377 shares of Fidelity Investment Grade Bond ETF worth $16.1K as of Q2 2026.
Fidelity Investment Grade Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity Investment Grade Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1224 holding.
63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.