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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
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 $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

Planning Directions's FIGB Position: Q1 2026 in Review

Planning Directions increased its Fidelity Investment Grade Bond ETF (FIGB) stake by 1% in Q1 2026, buying an estimated $2.95K and bringing the position to 6,646 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #79.

Planning Directions first reported a position in FIGB in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold FIGB as of Q1 2026.

  • Planning Directions held 6,646 shares of Fidelity Investment Grade Bond ETF worth $286K as of Q1 2026.
  • Planning Directions bought 68 Fidelity Investment Grade Bond ETF shares in Q1 2026, an estimated $2.95K.
  • Fidelity Investment Grade Bond ETF made up 0.14% of Planning Directions's portfolio in Q1 2026, its #79 holding.
  • Planning Directions first reported a position in Fidelity Investment Grade Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.