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Adams Wealth Management’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Adams Wealth Management’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
2023
Q4 		– Sell
-6,732
Closed -$276K – 98
2023
Q3 		$276K Buy
+6,732
New +$284K 0.09% 82
2023
Q2 		– Sell
-6,580
Closed -$286K – 104
2023
Q1 		$286K Buy
+6,580
New +$285K 0.09% 91

Other funds holding FIGB

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Adams Wealth Management's FIGB Position: Q4 2023 in Review

Adams Wealth Management sold out of Fidelity Investment Grade Bond ETF (FIGB) in Q4 2023, closing a stake of 6,732 shares — an estimated $276K sold.

Adams Wealth Management first reported a position in FIGB in Q1 2023 and held it in 2 quarters. The position peaked at $286K in Q1 2023. 12 funds tracked by Wall St. Rank hold FIGB as of Q4 2023.

  • Adams Wealth Management reported no remaining Fidelity Investment Grade Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Adams Wealth Management sold 6,732 Fidelity Investment Grade Bond ETF shares in Q4 2023, an estimated $276K.
  • Adams Wealth Management first reported a position in Fidelity Investment Grade Bond ETF in Q1 2023 and held it in 2 quarters.
  • Adams Wealth Management's Fidelity Investment Grade Bond ETF position peaked at $286K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q4 2023.

Based on Adams Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.