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Davis Wealth Advisors’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Davis Wealth Advisors’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 		$943K Sell
22,015
-1,627
-7% -$69.9K 0.73% 39
2026
Q1 		$1.02M Buy
23,642
+6,347
+37% +$276K 0.85% 36
2025
Q4 		$751K Buy
+17,295
New +$755K 0.62% 39

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
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
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

Davis Wealth Advisors's FIGB Position: Q2 2026 in Review

Davis Wealth Advisors reduced its Fidelity Investment Grade Bond ETF (FIGB) stake by 6.9% in Q2 2026, selling an estimated $69.9K and leaving 22,015 shares worth $943K. The position accounts for 0.73% of the portfolio, ranked #39.

Davis Wealth Advisors first reported a position in FIGB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • Davis Wealth Advisors held 22,015 shares of Fidelity Investment Grade Bond ETF worth $943K as of Q2 2026.
  • Davis Wealth Advisors sold 1,627 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $69.9K.
  • Fidelity Investment Grade Bond ETF made up 0.73% of Davis Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Davis Wealth Advisors first reported a position in Fidelity Investment Grade Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's Fidelity Investment Grade Bond ETF position peaked at $1.02M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.