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Planning Directions’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

Planning Directions’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 		$287K Buy
6,712
+66
+1% +$2.83K 0.13% 88
2026
Q1 		$286K Buy
6,646
+68
+1% +$2.95K 0.14% 79
2025
Q4 		$286K Buy
6,578
+1,888
+40% +$82.4K 0.14% 74
2025
Q3 		$204K Buy
+4,690
New +$203K 0.11% 91

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

Planning Directions's FIGB Position: Q2 2026 in Review

Planning Directions increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 0.99% in Q2 2026, buying an estimated $2.83K and bringing the position to 6,712 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #88.

Planning Directions first reported a position in FIGB in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold FIGB as of Q2 2026.

  • Planning Directions held 6,712 shares of Fidelity Investment Grade Bond ETF worth $287K as of Q2 2026.
  • Planning Directions bought 66 Fidelity Investment Grade Bond ETF shares in Q2 2026, an estimated $2.83K.
  • Fidelity Investment Grade Bond ETF made up 0.13% of Planning Directions's portfolio in Q2 2026, its #88 holding.
  • Planning Directions first reported a position in Fidelity Investment Grade Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.