SigFig Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$872K	Buy	+34,853	New	+$871K	0.02%	103
2025 Q1	–	Sell	-19,470	Closed	-$481K	–	131
2024 Q4	$481K	Buy	19,470 +9,580	+97%	+$238K	0.02%	107
2024 Q3	$249K	Buy	+9,890	New	+$246K	0.01%	113
2023 Q1	–	Sell	-8,193	Closed	-$276K	–	115
2022 Q4	$276K	Buy	+8,193	New	+$193K	0.01%	103
2022 Q1	–	Sell	-9,848	Closed	-$252K	–	89
2021 Q4	$252K	Sell	9,848 -3,526	-26%	-$90.8K	0.01%	81
2021 Q3	$347K	Sell	13,374 -3,784	-22%	-$98.5K	0.02%	79
2021 Q2	$447K	Buy	+17,158	New	+$447K	0.02%	75

Other funds holding SUSB

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return