Core Wealth Advisors (Florida)’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Core Wealth Advisors (Florida)’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	$1.4M	Buy	32,660 +4,699	+17%	+$202K	0.28%	38
2026 Q1	$1.2M	Buy	27,961 +7,161	+34%	+$311K	0.29%	35
2025 Q4	$903K	Buy	20,800 +7,407	+55%	+$323K	0.23%	39
2025 Q3	$583K	Buy	13,393 +5,219	+64%	+$225K	0.15%	52
2025 Q2	$353K	Buy	+8,174	New	+$349K	0.1%	59

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

Core Wealth Advisors (Florida)'s FIGB Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 17% in Q2 2026, buying an estimated $202K and bringing the position to 32,660 shares worth $1.4M. The position accounts for 0.28% of the portfolio, ranked #38.

Core Wealth Advisors (Florida) first reported a position in FIGB in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

Core Wealth Advisors (Florida) held 32,660 shares of Fidelity Investment Grade Bond ETF worth $1.4M as of Q2 2026.
Core Wealth Advisors (Florida) bought 4,699 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $202K.
Fidelity Investment Grade Bond ETF made up 0.28% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #38 holding.
Core Wealth Advisors (Florida) first reported a position in Fidelity Investment Grade Bond ETF in Q2 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.