LPL Financial
FIGB icon

LPL Financial’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

LPL Financial’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 		$302K Buy
7,016
+1,512
+27% +$65.7K ﹤0.01% 5182
2025
Q4 		$239K Buy
+5,504
New +$240K ﹤0.01% 5327

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

LPL Financial's FIGB Position: Q1 2026 in Review

LPL Financial increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 27% in Q1 2026, buying an estimated $65.7K and bringing the position to 7,016 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #5182.

LPL Financial first reported a position in FIGB in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FIGB as of Q1 2026.

  • LPL Financial held 7,016 shares of Fidelity Investment Grade Bond ETF worth $302K as of Q1 2026.
  • LPL Financial bought 1,512 Fidelity Investment Grade Bond ETF shares in Q1 2026, an estimated $65.7K.
  • Fidelity Investment Grade Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5182 holding.
  • LPL Financial first reported a position in Fidelity Investment Grade Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.