Carson Wealth (CWM LLC)
FIGB icon

Carson Wealth (CWM LLC)’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-685
Closed -$29K – 5168
2025
Q1 		$29K Hold
685
– – ﹤0.01% 3410
2024
Q4 		$29K Buy
+685
New +$29.5K ﹤0.01% 3193

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Carson Wealth (CWM LLC)'s FIGB Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Fidelity Investment Grade Bond ETF (FIGB) in Q2 2025, closing a stake of 685 shares — an estimated $29K sold.

Carson Wealth (CWM LLC) first reported a position in FIGB in Q4 2024 and held it in 2 quarters. The position peaked at $29K in Q1 2025. 36 funds tracked by Wall St. Rank hold FIGB as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Fidelity Investment Grade Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 685 Fidelity Investment Grade Bond ETF shares in Q2 2025, an estimated $29K.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Investment Grade Bond ETF in Q4 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Fidelity Investment Grade Bond ETF position peaked at $29K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.