LOIP
FIGB icon

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

Live Oak 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 		– Hold
0
– – – 255
2024
Q3 		– Hold
0
– – – 246
2024
Q2 		– Hold
0
– – – 249
2023
Q4 		– Hold
0
– – – 255
2023
Q3 		– Hold
0
– – – 230

Other funds holding FIGB

Kestra Private Wealth Services
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 7.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $485M AUM 17.8% 1-Year Est. Return