Envestnet Asset Management’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Envestnet Asset 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	$3.12M	Buy	72,888 +22,363	+44%	+$961K	﹤0.01%	2815
2026 Q1	$2.17M	Buy	50,525 +720	+1%	+$31.3K	﹤0.01%	2958
2025 Q4	$2.16M	Buy	49,805 +12,863	+35%	+$562K	﹤0.01%	2770
2025 Q3	$1.61M	Buy	36,942 +10,741	+41%	+$464K	﹤0.01%	3024
2025 Q2	$1.13M	Buy	26,201 +1,451	+6%	+$61.9K	﹤0.01%	3211
2025 Q1	$1.06M	Sell	24,750 -6,981	-22%	-$297K	﹤0.01%	3156
2024 Q4	$1.34M	Buy	+31,731	New	+$1.36M	﹤0.01%	2959
2023 Q4	–	Sell	-11,472	Closed	-$470K	–	4083
2023 Q3	$470K	Sell	11,472 -4,816	-30%	-$203K	﹤0.01%	3295
2023 Q2	$698K	Buy	+16,288	New	+$705K	﹤0.01%	3019

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

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

Envestnet Asset Management's FIGB Position: Q2 2026 in Review

Envestnet Asset Management increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 44% in Q2 2026, buying an estimated $961K and bringing the position to 72,888 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Envestnet Asset Management first reported a position in FIGB in Q2 2023 and has held it in 9 quarters since. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

Envestnet Asset Management held 72,888 shares of Fidelity Investment Grade Bond ETF worth $3.12M as of Q2 2026.
Envestnet Asset Management bought 22,363 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $961K.
Fidelity Investment Grade Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2815 holding.
Envestnet Asset Management first reported a position in Fidelity Investment Grade Bond ETF in Q2 2023 and has held it in 9 quarters since.
63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.