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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
Q3 		$276K Buy
+2,448
New +$282K 0.01% 138
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

TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

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

SigFig Wealth Management opened a new position in iShares Convertible Bond ETF (ICVT) in Q3 2026: 2,448 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: SigFig Wealth Management previously reported a position in ICVT as recently as Q1 2026.

SigFig Wealth Management first reported a position in ICVT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2022. 46 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • SigFig Wealth Management held 2,448 shares of iShares Convertible Bond ETF worth $276K as of Q3 2026.
  • iShares Convertible Bond ETF was a new SigFig Wealth Management position in Q3 2026.
  • iShares Convertible Bond ETF made up 0.01% of SigFig Wealth Management's portfolio in Q3 2026, its #138 holding.
  • SigFig Wealth Management first reported a position in iShares Convertible Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • SigFig Wealth Management's iShares Convertible Bond ETF position peaked at $1.17M in Q4 2022.
  • 46 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

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