SigFig Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SigFig Wealth Management’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Buy	10,563 +1,788	+20%	+$86.4K	0.01%	116
2026 Q1	$425K	Buy	8,775 +1,209	+16%	+$58.9K	0.01%	118
2025 Q4	$369K	Buy	7,566 +1,528	+25%	+$74.6K	0.01%	124
2025 Q3	$295K	Buy	6,038 +1,001	+20%	+$48.7K	0.01%	125
2025 Q2	$245K	Buy	+5,037	New	+$243K	0.01%	125

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return