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AFS Financial Group’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

AFS Financial Group’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
-24,204
Closed -$992K – 75
2023
Q3 		$992K Sell
24,204
-1,956
-7% -$82.5K 0.68% 37
2023
Q2 		$1.12M Sell
26,160
-3,709
-12% -$160K 0.73% 35
2023
Q1 		$1.3M Sell
29,869
-2,573
-8% -$111K 0.87% 34
2022
Q4 		$1.38M Buy
+32,442
New +$1.37M 0.98% 26

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

AFS Financial Group's FIGB Position: Q4 2023 in Review

AFS Financial Group sold out of Fidelity Investment Grade Bond ETF (FIGB) in Q4 2023, closing a stake of 24,204 shares — an estimated $992K sold.

AFS Financial Group first reported a position in FIGB in Q4 2022 and held it in 4 quarters. The position peaked at $1.38M in Q4 2022. 12 funds tracked by Wall St. Rank hold FIGB as of Q4 2023.

  • AFS Financial Group reported no remaining Fidelity Investment Grade Bond ETF position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 24,204 Fidelity Investment Grade Bond ETF shares in Q4 2023, an estimated $992K.
  • AFS Financial Group first reported a position in Fidelity Investment Grade Bond ETF in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Fidelity Investment Grade Bond ETF position peaked at $1.38M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.