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

AE 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
2026 Q2	$24.7K	Hold	577	–	–	﹤0.01%	2216
2026 Q1	$24.8K	Sell	577 -1	-0.2%	-$43	﹤0.01%	2096
2025 Q4	$25.1K	Buy	578 +502	+661%	+$21.9K	﹤0.01%	1988
2025 Q3	$3.31K	Buy	76 +75	+7,500%	+$3.24K	﹤0.01%	2122
2025 Q2	$42	Buy	+1	New	+$43	﹤0.01%	2148

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

AE Wealth Management's FIGB Position: Q2 2026 in Review

AE Wealth Management held its Fidelity Investment Grade Bond ETF (FIGB) position steady in Q2 2026 at 577 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

AE Wealth Management first reported a position in FIGB in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.1K in Q4 2025. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

AE Wealth Management held 577 shares of Fidelity Investment Grade Bond ETF worth $24.7K as of Q2 2026.
AE Wealth Management left its Fidelity Investment Grade Bond ETF share count unchanged in Q2 2026.
Fidelity Investment Grade Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2216 holding.
AE Wealth Management first reported a position in Fidelity Investment Grade Bond ETF in Q2 2025 and has held it in 5 quarters since.
AE Wealth Management's Fidelity Investment Grade Bond ETF position peaked at $25.1K in Q4 2025.
63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.