SigFig Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,498	Closed	-$309K	–	147
2026 Q1	$309K	Sell	6,498 -1,925	-23%	-$92.5K	0.01%	125
2025 Q4	$405K	Sell	8,423 -5,992	-42%	-$290K	0.01%	119
2025 Q3	$699K	Buy	14,415 +418	+3%	+$20K	0.02%	105
2025 Q2	$667K	Buy	13,997 +441	+3%	+$20.8K	0.02%	106
2025 Q1	$643K	Buy	13,556 +5,410	+66%	+$255K	0.02%	102
2024 Q4	$382K	Buy	8,146 +3,132	+62%	+$150K	0.01%	110
2024 Q3	$247K	Buy	+5,014	New	+$242K	0.01%	114

Other funds holding QLTA

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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return