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SigFig Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

SigFig Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,332
Closed -$339K – 145
2026
Q1 		$339K Sell
3,332
-3,064
-48% -$317K 0.01% 122
2025
Q4 		$630K Buy
6,396
+716
+13% +$72K 0.02% 109
2025
Q3 		$568K Buy
5,680
+929
+20% +$87.3K 0.02% 112
2025
Q2 		$426K Sell
4,751
-3,558
-43% -$305K 0.01% 112
2025
Q1 		$698K Buy
8,309
+154
+2% +$13.3K 0.03% 98
2024
Q4 		$694K Buy
8,155
+1,721
+27% +$148K 0.03% 97
2024
Q3 		$537K Buy
6,434
+170
+3% +$13.6K 0.02% 103
2024
Q2 		$493K Buy
6,264
+1,025
+20% +$80.1K 0.02% 110
2024
Q1 		$418K Buy
+5,239
New +$409K 0.02% 114
2023
Q1 		– Sell
-10,838
Closed -$1.17M – 101
2022
Q4 		$1.17M Sell
10,838
-111
-1% -$7.81K 0.06% 81
2022
Q3 		$1.15M Sell
10,949
-4,080
-27% -$296K 0.06% 75
2022
Q2 		$1.09M Buy
15,029
+11,357
+309% +$851K 0.06% 75
2022
Q1 		$294K Buy
+3,672
New +$304K 0.01% 84

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SigFig Wealth Management sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 3,332 shares — an estimated $339K sold.

SigFig Wealth Management first reported a position in ICVT in Q1 2022 and held it in 13 quarters. The position peaked at $1.17M in Q4 2022. 403 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • SigFig Wealth Management reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SigFig Wealth Management sold 3,332 iShares Convertible Bond ETF shares in Q2 2026, an estimated $339K.
  • SigFig Wealth Management first reported a position in iShares Convertible Bond ETF in Q1 2022 and held it in 13 quarters.
  • SigFig Wealth Management's iShares Convertible Bond ETF position peaked at $1.17M in Q4 2022.
  • 403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

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