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Clarity Retirement & Wealth’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Clarity Retirement & Wealth’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 		$9.52M Buy
222,269
+13,097
+6% +$563K 6.57% 5
2026
Q1 		$9M Buy
209,172
+16,882
+9% +$733K 7.26% 5
2025
Q4 		$8.35M Buy
+192,290
New +$8.4M 7.35% 6

Other funds holding FIGB

HBT
Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
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
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clarity Retirement & Wealth's FIGB Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 6.3% in Q2 2026, buying an estimated $563K and bringing the position to 222,269 shares worth $9.52M. The position accounts for 6.57% of the portfolio, ranked #5.

Clarity Retirement & Wealth first reported a position in FIGB in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • Clarity Retirement & Wealth held 222,269 shares of Fidelity Investment Grade Bond ETF worth $9.52M as of Q2 2026.
  • Clarity Retirement & Wealth bought 13,097 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $563K.
  • Fidelity Investment Grade Bond ETF made up 6.57% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #5 holding.
  • Clarity Retirement & Wealth first reported a position in Fidelity Investment Grade Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.