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Elevation Wealth Management’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Elevation Wealth Management’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 		$315K Buy
7,334
+345
+5% +$14.8K 0.24% 100
2026
Q1 		$302K Buy
6,989
+1,177
+20% +$51.1K 0.28% 94
2025
Q4 		$253K Buy
+5,812
New +$254K 0.24% 106

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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

Elevation Wealth Management's FIGB Position: Q2 2026 in Review

Elevation Wealth Management increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 4.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 7,334 shares worth $315K. The position accounts for 0.24% of the portfolio, ranked #100.

Elevation Wealth Management 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.

  • Elevation Wealth Management held 7,334 shares of Fidelity Investment Grade Bond ETF worth $315K as of Q2 2026.
  • Elevation Wealth Management bought 345 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $14.8K.
  • Fidelity Investment Grade Bond ETF made up 0.24% of Elevation Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Elevation Wealth Management 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 Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.