DHJJ Financial Advisors’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

DHJJ Financial 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	$18.2K	Sell	425 -5	-1%	-$215	0.01%	549
2026 Q1	$18.5K	Hold	430	–	–	0.01%	539
2025 Q4	$18.7K	Hold	430	–	–	0.01%	512
2025 Q3	$18.7K	Hold	430	–	–	0.01%	500
2025 Q2	$18.6K	Hold	430	–	–	0.01%	489
2025 Q1	$18.5K	Sell	430 -30	-7%	-$1.28K	0.01%	440
2024 Q4	$19.5K	Hold	460	–	–	0.01%	421
2024 Q3	$20.3K	Sell	460 -230	-33%	-$10K	0.01%	409
2024 Q2	$29.3K	Hold	690	–	–	0.01%	342
2024 Q1	$29.5K	Hold	690	–	–	0.01%	327
2023 Q4	$30K	Hold	690	–	–	0.01%	323
2023 Q3	$28.3K	Buy	+690	New	+$29.1K	0.01%	311

Other funds holding FIGB

HBT

Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return

CRW

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

Anson Capital Tyrone, Georgia $154M AUM 17.95% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DHJJ Financial Advisors's FIGB Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Fidelity Investment Grade Bond ETF (FIGB) stake by 1.2% in Q2 2026, selling an estimated $215 and leaving 425 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #549.

DHJJ Financial Advisors first reported a position in FIGB in Q3 2023 and has held it in 12 quarters since. The position peaked at $30K in Q4 2023. 51 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

DHJJ Financial Advisors held 425 shares of Fidelity Investment Grade Bond ETF worth $18.2K as of Q2 2026.
DHJJ Financial Advisors sold 5 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $215.
Fidelity Investment Grade Bond ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #549 holding.
DHJJ Financial Advisors first reported a position in Fidelity Investment Grade Bond ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Fidelity Investment Grade Bond ETF position peaked at $30K in Q4 2023.
51 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.