Fidelity Investments
IG icon

Fidelity Investments’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Fidelity Investments’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$21 – 5541
2023
Q4 		$21 Buy
+1
New +$20 ﹤0.01% 5200
2023
Q3 		– Sell
-1
Closed -$21 – 5414
2023
Q2 		$21 Buy
+1
New +$21 ﹤0.01% 5170

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's IG Position: Q1 2024 in Review

Fidelity Investments sold out of Principal Investment Grade Corporate Active ETF (IG) in Q1 2024, closing a stake of 1 share — an estimated $21 sold.

Fidelity Investments first reported a position in IG in Q2 2023 and held it in 2 quarters. The position peaked at $21 in Q4 2023. 20 funds tracked by Wall St. Rank hold IG as of Q1 2024.

  • Fidelity Investments reported no remaining Principal Investment Grade Corporate Active ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Principal Investment Grade Corporate Active ETF share in Q1 2024, an estimated $21.
  • Fidelity Investments first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2023 and held it in 2 quarters.
  • Fidelity Investments's Principal Investment Grade Corporate Active ETF position peaked at $21 in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.