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SigFig Wealth Management’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

SigFig Wealth Management’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$634K Buy
18,861
+5,952
+46% +$197K 0.02% 111
2026
Q1 		$398K Buy
12,909
+657
+5% +$20.9K 0.01% 120
2025
Q4 		$388K Buy
12,252
+349
+3% +$11K 0.01% 122
2025
Q3 		$377K Buy
11,903
+172
+1% +$5.3K 0.01% 119
2025
Q2 		$351K Buy
11,731
+3,463
+42% +$98.6K 0.01% 116
2025
Q1 		$237K Buy
8,268
+1,477
+22% +$44.5K 0.01% 120
2024
Q4 		$206K Buy
+6,791
New +$209K 0.01% 121

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SigFig Wealth Management's BALI Position: Q2 2026 in Review

SigFig Wealth Management increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 46% in Q2 2026, buying an estimated $197K and bringing the position to 18,861 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #111.

SigFig Wealth Management first reported a position in BALI in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • SigFig Wealth Management held 18,861 shares of iShares U.S. Large Cap Premium Income Active ETF worth $634K as of Q2 2026.
  • SigFig Wealth Management bought 5,952 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $197K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.02% of SigFig Wealth Management's portfolio in Q2 2026, its #111 holding.
  • SigFig Wealth Management first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.