STIP β€” ISHARES TR

Ownership history in SigFig Wealth Management, LLC  Β·  2 quarters on record

AI Ownership Summary

SigFig Wealth Management, LLC reported ISHARES TR (STIP) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows STIP at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SigFig Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

STIP was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SigFig Wealth Management, LLC held STIP β€” position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,748 +842 +7.1% 0.04% $1.3M 2025-10-21 $102.43
2025 Q2 INITIATED 11,906 β€” β€” 0.04% $1.2M 2025-07-18 $100.87

FAQ About SigFig Wealth Management, LLC and STIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has SigFig Wealth Management, LLC reported owning STIP?

SigFig Wealth Management, LLC reported STIP across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported STIP position in SigFig Wealth Management, LLC's portfolio?

The largest reported portfolio weight for STIP was 0.04% in 2025 Q3.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2025 Q3, when SigFig Wealth Management, LLC reported 12,748 shares, equal to 0.04% of portfolio, with an estimated market value of $1.3M.

What does the chart on this STIP ownership page compare?

The chart compares SigFig Wealth Management, LLC's quarterly STIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to SigFig Wealth Management, LLC Holdings