SigFig Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Buy	+4,584	New	+$473K	0.01%	120
2025 Q4	–	Sell	-12,748	Closed	-$1.32M	–	144
2025 Q3	$1.32M	Buy	12,748 +842	+7%	+$86.8K	0.04%	94
2025 Q2	$1.22M	Buy	+11,906	New	+$1.22M	0.04%	94

Other funds holding STIP

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

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return