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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return