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Avantax Advisory Services’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.43M Buy
33,134
+343
+1% +$14.6K 0.01% 965
2025
Q1 		$1.41M Buy
32,791
+335
+1% +$14.3K 0.01% 925
2024
Q4 		$1.37M Buy
+32,456
New +$1.4M 0.01% 898

Other funds holding FIGB

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avantax Advisory Services's FIGB Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 1% in Q2 2025, buying an estimated $14.6K and bringing the position to 33,134 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #965.

Avantax Advisory Services first reported a position in FIGB in Q4 2024 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold FIGB as of Q2 2025.

  • Avantax Advisory Services held 33,134 shares of Fidelity Investment Grade Bond ETF worth $1.43M as of Q2 2025.
  • Avantax Advisory Services bought 343 Fidelity Investment Grade Bond ETF shares in Q2 2025, an estimated $14.6K.
  • Fidelity Investment Grade Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #965 holding.
  • Avantax Advisory Services first reported a position in Fidelity Investment Grade Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.