UBS Group
FIGB icon

UBS Group’s Fidelity Investment Grade Bond ETF FIGB Stock Holding History

UBS Group’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
2024
Q1 		– Sell
-850
Closed -$37K – 9525
2023
Q4 		$37K Buy
850
+838
+6,983% +$34.9K ﹤0.01% 6717
2023
Q3 		$492 Sell
12
-1,054
-99% -$44.5K ﹤0.01% 8457
2023
Q2 		$45.7K Buy
+1,066
New +$46.1K ﹤0.01% 6521
2023
Q1 		– Sell
-500
Closed -$21.2K – 9820
2022
Q4 		$21.2K Sell
500
-99
-17% -$4.18K ﹤0.01% 7580
2022
Q3 		$25K Buy
599
+20
+3% +$884 ﹤0.01% 7092
2022
Q2 		$26K Buy
579
+281
+94% +$12.7K ﹤0.01% 6552
2022
Q1 		$14K Buy
298
+294
+7,350% +$14.2K ﹤0.01% 7934
2021
Q4 		$0 Buy
+4
New +$201 ﹤0.01% 10384

Other funds holding FIGB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's FIGB Position: Q1 2024 in Review

UBS Group sold out of Fidelity Investment Grade Bond ETF (FIGB) in Q1 2024, closing a stake of 850 shares — an estimated $37K sold.

UBS Group first reported a position in FIGB in Q4 2021 and held it in 8 quarters. The position peaked at $45.7K in Q2 2023. 12 funds tracked by Wall St. Rank hold FIGB as of Q1 2024.

  • UBS Group reported no remaining Fidelity Investment Grade Bond ETF position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 850 Fidelity Investment Grade Bond ETF shares in Q1 2024, an estimated $37K.
  • UBS Group first reported a position in Fidelity Investment Grade Bond ETF in Q4 2021 and held it in 8 quarters.
  • UBS Group's Fidelity Investment Grade Bond ETF position peaked at $45.7K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Fidelity Investment Grade Bond ETF as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.