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 Q3	$738K	Buy	21,428 +2,567	+14%	+$88.2K	0.02%	111
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

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management's BALI Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 14% in Q3 2026, buying an estimated $88.2K and bringing the position to 21,428 shares worth $738K. 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 8 quarters since. 4 funds tracked by Wall St. Rank hold BALI as of Q3 2026.

SigFig Wealth Management held 21,428 shares of iShares U.S. Large Cap Premium Income Active ETF worth $738K as of Q3 2026.
SigFig Wealth Management bought 2,567 iShares U.S. Large Cap Premium Income Active ETF shares in Q3 2026, an estimated $88.2K.
iShares U.S. Large Cap Premium Income Active ETF made up 0.02% of SigFig Wealth Management's portfolio in Q3 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 8 quarters since.
4 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.