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
Q2 		$408K Buy
9,531
+2,515
+36% +$108K ﹤0.01% 5208
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 $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

LPL Financial's FIGB Position: Q2 2026 in Review

LPL Financial increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 36% in Q2 2026, buying an estimated $108K and bringing the position to 9,531 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #5208.

LPL Financial first reported a position in FIGB in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • LPL Financial held 9,531 shares of Fidelity Investment Grade Bond ETF worth $408K as of Q2 2026.
  • LPL Financial bought 2,515 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $108K.
  • Fidelity Investment Grade Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5208 holding.
  • LPL Financial first reported a position in Fidelity Investment Grade Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.