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

Latitude 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
Q1 		$363K Sell
8,444
-515
-6% -$22.4K 0.17% 145
2025
Q4 		$389K Buy
8,959
+301
+3% +$13.1K 0.17% 133
2025
Q3 		$377K Buy
8,658
+603
+7% +$26K 0.17% 122
2025
Q2 		$348K Buy
+8,055
New +$344K 0.18% 128

Other funds holding FIGB

HBT
Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $124M AUM
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Latitude Advisors's FIGB Position: Q1 2026 in Review

Latitude Advisors reduced its Fidelity Investment Grade Bond ETF (FIGB) stake by 5.7% in Q1 2026, selling an estimated $22.4K and leaving 8,444 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #145.

Latitude Advisors first reported a position in FIGB in Q2 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 55 funds tracked by Wall St. Rank hold FIGB as of Q1 2026.

  • Latitude Advisors held 8,444 shares of Fidelity Investment Grade Bond ETF worth $363K as of Q1 2026.
  • Latitude Advisors sold 515 Fidelity Investment Grade Bond ETF shares in Q1 2026, an estimated $22.4K.
  • Fidelity Investment Grade Bond ETF made up 0.17% of Latitude Advisors's portfolio in Q1 2026, its #145 holding.
  • Latitude Advisors first reported a position in Fidelity Investment Grade Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Latitude Advisors's Fidelity Investment Grade Bond ETF position peaked at $389K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.