SWM
SigFig Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Buy |
4,120,866
+28,343
| +0.7% | +$1.31M | 6.28% | 4 |
|
|
2025
Q1 | $188M | Buy |
4,092,523
+90,821
| +2% | +$4.18M | 6.8% | 4 |
|
|
2024
Q4 | $181M | Buy |
4,001,702
+65,245
| +2% | +$2.95M | 6.55% | 4 |
|
|
2024
Q3 | $186M | Buy |
3,936,457
+224,005
| +6% | +$10.6M | 6.75% | 4 |
|
|
2024
Q2 | $168M | Buy |
3,712,452
+134,540
| +4% | +$6.08M | 6.31% | 4 |
|
|
2024
Q1 | $163M | Buy |
3,577,912
+221,461
| +7% | +$10.1M | 5.99% | 4 |
|
|
2023
Q4 | $155M | Buy |
3,356,451
+26,557
| +0.8% | +$1.22M | 5.87% | 4 |
|
|
2023
Q3 | $146M | Buy |
3,329,894
+111,580
| +3% | +$4.88M | 5.83% | 4 |
|
|
2023
Q2 | $146M | Buy |
3,218,314
+83,879
| +3% | +$3.8M | 5.65% | 4 |
|
|
2023
Q1 | $145M | Buy |
3,134,435
+120,693
| +4% | +$5.57M | 7.97% | 3 |
|
|
2022
Q4 | $133M | Buy |
3,013,742
+111,318
| +4% | +$4.92M | 6.61% | 4 |
|
|
2022
Q3 | $129M | Buy |
2,902,424
+157,555
| +6% | +$6.99M | 6.75% | 4 |
|
|
2022
Q2 | $127M | Sell |
2,744,869
-104,785
| -4% | -$4.85M | 6.59% | 4 |
|
|
2022
Q1 | $140M | Buy |
2,849,654
+104,020
| +4% | +$5.11M | 6.72% | 5 |
|
|
2021
Q4 | $145M | Buy |
2,745,634
+150,170
| +6% | +$7.95M | 6.79% | 4 |
|
|
2021
Q3 | $138M | Buy |
2,595,464
+109,533
| +4% | +$5.83M | 6.93% | 5 |
|
|
2021
Q2 | $133M | Buy |
2,485,931
+254,401
| +11% | +$13.6M | 7.03% | 5 |
|
|
2021
Q1 | $118M | Buy |
2,231,530
+2,216,810
| +15,060% | +$117M | 7.24% | 5 |
|
|
2020
Q4 | $803K | Buy |
14,720
+9,650
| +190% | +$526K | 0.06% | 58 |
|
|
2020
Q3 | $276K | Buy |
+5,070
| New | +$276K | 0.03% | 67 |
|