HIP
FIGB icon

HUB Investment Partners’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

HUB Investment Partners’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
2024
Q4 		– Sell
-9,106
Closed -$401K – 621
2024
Q3 		$401K Sell
9,106
-1,252
-12% -$54.6K 0.02% 333
2024
Q2 		$440K Hold
10,358
– – 0.02% 304
2024
Q1 		$443K Buy
10,358
+2,720
+36% +$117K 0.02% 293
2023
Q4 		$332K Buy
+7,638
New +$318K 0.02% 295

Other funds holding FIGB

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

HUB Investment Partners's FIGB Position: Q4 2024 in Review

HUB Investment Partners sold out of Fidelity Investment Grade Bond ETF (FIGB) in Q4 2024, closing a stake of 9,106 shares — an estimated $401K sold.

HUB Investment Partners first reported a position in FIGB in Q4 2023 and held it in 4 quarters. The position peaked at $443K in Q1 2024. 24 funds tracked by Wall St. Rank hold FIGB as of Q4 2024.

  • HUB Investment Partners reported no remaining Fidelity Investment Grade Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HUB Investment Partners sold 9,106 Fidelity Investment Grade Bond ETF shares in Q4 2024, an estimated $401K.
  • HUB Investment Partners first reported a position in Fidelity Investment Grade Bond ETF in Q4 2023 and held it in 4 quarters.
  • HUB Investment Partners's Fidelity Investment Grade Bond ETF position peaked at $443K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.