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

Peterson Wealth 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	$570K	Buy	13,240 +165	+1%	+$7.17K	0.08%	59
2025 Q4	$568K	Sell	13,075 -1,448	-10%	-$63.2K	0.08%	61
2025 Q3	$633K	Buy	14,523 +504	+4%	+$21.8K	0.09%	57
2025 Q2	$606K	Buy	14,019 +62	+0.4%	+$2.65K	0.1%	56
2025 Q1	$600K	Sell	13,957 -1,613	-10%	-$68.7K	0.12%	50
2024 Q4	$658K	Buy	15,570 +10,549	+210%	+$454K	0.12%	46
2024 Q3	$221K	Buy	5,021 +104	+2%	+$4.53K	0.04%	77
2024 Q2	$209K	Buy	+4,917	New	+$207K	0.04%	71

Other funds holding FIGB

HBT

Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $124M AUM

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 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 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

Peterson Wealth Advisors's FIGB Position: Q1 2026 in Review

Peterson Wealth Advisors increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 1.3% in Q1 2026, buying an estimated $7.17K and bringing the position to 13,240 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #59.

Peterson Wealth Advisors first reported a position in FIGB in Q2 2024 and has held it in 8 quarters since. The position peaked at $658K in Q4 2024. 55 funds tracked by Wall St. Rank hold FIGB as of Q1 2026.

Peterson Wealth Advisors held 13,240 shares of Fidelity Investment Grade Bond ETF worth $570K as of Q1 2026.
Peterson Wealth Advisors bought 165 Fidelity Investment Grade Bond ETF shares in Q1 2026, an estimated $7.17K.
Fidelity Investment Grade Bond ETF made up 0.08% of Peterson Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Peterson Wealth Advisors first reported a position in Fidelity Investment Grade Bond ETF in Q2 2024 and has held it in 8 quarters since.
Peterson Wealth Advisors's Fidelity Investment Grade Bond ETF position peaked at $658K in Q4 2024.
55 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.