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SigFig Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

SigFig Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,040
Closed -$258K – 123
2024
Q2 		$258K Buy
5,040
+262
+5% +$13.4K 0.01% 117
2024
Q1 		$245K Buy
+4,778
New +$244K 0.01% 122
2023
Q1 		– Sell
-4,311
Closed -$747K – 102
2022
Q4 		$747K Buy
+4,311
New +$213K 0.04% 89
2022
Q2 		– Sell
-2,190
Closed -$491K – 97
2022
Q1 		$491K Sell
2,190
-16,203
-88% -$854K 0.02% 80
2021
Q4 		$981K Sell
18,393
-32,642
-64% -$1.77M 0.05% 73
2021
Q3 		$2.79M Sell
51,035
-31,379
-38% -$1.72M 0.14% 48
2021
Q2 		$4.52M Buy
82,414
+19,168
+30% +$1.05M 0.24% 38
2021
Q1 		$3.46M Buy
63,246
+27,124
+75% +$1.49M 0.21% 37
2020
Q4 		$1.99M Buy
36,122
+10,233
+40% +$563K 0.14% 42
2020
Q3 		$1.42M Buy
25,889
+10,374
+67% +$570K 0.13% 42
2020
Q2 		$849K Buy
+15,515
New +$836K 0.09% 46

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management's IGSB Position: Q3 2024 in Review

SigFig Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2024, closing a stake of 5,040 shares — an estimated $258K sold.

SigFig Wealth Management first reported a position in IGSB in Q2 2020 and held it in 11 quarters. The position peaked at $4.52M in Q2 2021. 892 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • SigFig Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • SigFig Wealth Management sold 5,040 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $258K.
  • SigFig Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
  • SigFig Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.52M in Q2 2021.
  • 892 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.