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

Advyzon Investment 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
2026
Q2 		$9.47M Buy
221,059
+46,426
+27% +$1.99M 0.69% 26
2026
Q1 		$7.52M Buy
+174,633
New +$7.59M 0.67% 32

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CRW
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AC
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advyzon Investment Management's FIGB Position: Q2 2026 in Review

Advyzon Investment Management increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 27% in Q2 2026, buying an estimated $1.99M and bringing the position to 221,059 shares worth $9.47M. The position accounts for 0.69% of the portfolio, ranked #26.

Advyzon Investment Management first reported a position in FIGB in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • Advyzon Investment Management held 221,059 shares of Fidelity Investment Grade Bond ETF worth $9.47M as of Q2 2026.
  • Advyzon Investment Management bought 46,426 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $1.99M.
  • Fidelity Investment Grade Bond ETF made up 0.69% of Advyzon Investment Management's portfolio in Q2 2026, its #26 holding.
  • Advyzon Investment Management first reported a position in Fidelity Investment Grade Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.