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Kovack Advisors’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Kovack Advisors’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 		$458K Buy
10,707
+105
+1% +$4.51K 0.02% 655
2026
Q1 		$456K Sell
10,602
-729
-6% -$31.7K 0.02% 616
2025
Q4 		$492K Buy
11,331
+2,299
+25% +$100K 0.02% 599
2025
Q3 		$393K Sell
9,032
-392
-4% -$16.9K 0.04% 392
2025
Q2 		$407K Buy
9,424
+100
+1% +$4.27K 0.04% 386
2025
Q1 		$401K Buy
9,324
+98
+1% +$4.17K 0.04% 356
2024
Q4 		$391K Sell
9,226
-366
-4% -$15.7K 0.04% 378
2024
Q3 		$423K Buy
9,592
+100
+1% +$4.36K 0.04% 345
2024
Q2 		$403K Buy
9,492
+1,319
+16% +$55.7K 0.04% 350
2024
Q1 		$349K Buy
+8,173
New +$350K 0.04% 320

Other funds holding FIGB

HBT
Heartland Bank & Trust Bloomington, Illinois $483M AUM 31.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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

Kovack Advisors's FIGB Position: Q2 2026 in Review

Kovack Advisors increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 0.99% in Q2 2026, buying an estimated $4.51K and bringing the position to 10,707 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #655.

Kovack Advisors first reported a position in FIGB in Q1 2024 and has held it in 10 quarters since. The position peaked at $492K in Q4 2025. 63 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • Kovack Advisors held 10,707 shares of Fidelity Investment Grade Bond ETF worth $458K as of Q2 2026.
  • Kovack Advisors bought 105 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $4.51K.
  • Fidelity Investment Grade Bond ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #655 holding.
  • Kovack Advisors first reported a position in Fidelity Investment Grade Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Kovack Advisors's Fidelity Investment Grade Bond ETF position peaked at $492K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.