Kestra Private Wealth Services’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Kestra Private Wealth Services’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
2025 Q2	–	Sell	-143,648	Closed	-$6.18M	–	1634
2025 Q1	$6.18M	Sell	143,648 -50,975	-26%	-$2.17M	0.1%	222
2024 Q4	$8.24M	Buy	194,623 +36,691	+23%	+$1.58M	0.14%	166
2024 Q3	$6.96M	Buy	+157,932	New	+$6.89M	0.13%	176

Other funds holding FIGB

Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kestra Private Wealth Services's FIGB Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Fidelity Investment Grade Bond ETF (FIGB) in Q2 2025, closing a stake of 143,648 shares — an estimated $6.18M sold.

Kestra Private Wealth Services first reported a position in FIGB in Q3 2024 and held it in 3 quarters. The position peaked at $8.24M in Q4 2024. 36 funds tracked by Wall St. Rank hold FIGB as of Q2 2025.

Kestra Private Wealth Services reported no remaining Fidelity Investment Grade Bond ETF position as of Q2 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 143,648 Fidelity Investment Grade Bond ETF shares in Q2 2025, an estimated $6.18M.
Kestra Private Wealth Services first reported a position in Fidelity Investment Grade Bond ETF in Q3 2024 and held it in 3 quarters.
Kestra Private Wealth Services's Fidelity Investment Grade Bond ETF position peaked at $8.24M in Q4 2024.
36 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.