SigFig Wealth Management, LLC USRT — ISHARES TR

Ownership history in SigFig Wealth Management, LLC  ·  34 quarters on record

AI Ownership Summary

SigFig Wealth Management, LLC reported ISHARES TR (USRT) in 34 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows USRT 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USRT 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
2026 Q2

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

High-water mark
Peak Conviction
0.06% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

USRT stock page SigFig Wealth Management, LLC fund profile SigFig Wealth Management, LLC full holdings
How SigFig Wealth Management, LLC held USRT — position size vs. price
% of Fund (quarterly)    USRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,243 -608 -2.8% 0.04% $1.4M 2026-07-07 $67.94
2026 Q1 REDUCED — — — 21,851 -947 -4.2% 0.04% $1.3M 2026-04-14 $62.68
2025 Q4 REDUCED — — — 22,798 -857 -3.6% 0.04% $1.3M 2026-01-16 $59.09
2025 Q3 REDUCED — — — 23,655 -746 -3.1% 0.04% $1.4M 2025-10-21 $57.79
2025 Q2 REDUCED — — — 24,401 -912 -3.6% 0.05% $1.4M 2025-07-18 $55.33
2025 Q1 REDUCED — — — 25,313 -941 -3.6% 0.05% $1.3M 2025-04-09 $51.85
2024 Q4 REDUCED 11.9% +0.9% ❌ 26,254 -3,536 -11.9% 0.05% $1.4M 2025-02-11 $56.52
2024 Q3 REDUCED — — — 29,790 -680 -2.2% 0.06% $1.5M 2024-11-14 $57.06
2024 Q2 REDUCED — — — 30,470 -1,509 -4.7% 0.06% $1.6M 2024-08-09 $54.58
2024 Q1 REDUCED 7.8% -0.8% ✅ 31,979 -2,707 -7.8% 0.06% $1.6M 2024-05-10 $48.89
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USRT

As of 2026 Q2 — sorted by position size

Financial Management, Inc. 2.81% Dogwood Wealth Management LLC 1.12% PRIVATE CLIENT SERVICES, LLC 0.81% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.69% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.65% CoreCap Advisors, LLC 3Y 0.17% Avior Wealth Management, LLC 3Y 7Y 0.17% EPIQ PARTNERS, LLC 3Y 0.11% RDA Financial Network 3Y 7Y 0.09% CGN Advisors LLC 3Y 0.03%

FAQ About SigFig Wealth Management, LLC and USRT

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 USRT?

SigFig Wealth Management, LLC reported USRT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for USRT was 0.06% in 2024 Q1.

What is the latest reported USRT position on this page?

The most recent filing on this page is 2026 Q2, when SigFig Wealth Management, LLC reported 21,243 shares, equal to 0.04% of portfolio, with an estimated market value of $1.4M.

What does the chart on this USRT ownership page compare?

The chart compares SigFig Wealth Management, LLC's quarterly USRT 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.

How well did SigFig Wealth Management, LLC time their USRT position?

Based on 13F filing dates vs. subsequent USRT price moves, SigFig Wealth Management, LLC correctly timed 17 out of 33 reported position changes (52%). The annualised alpha on USRT relative to SPY over the holding period was -5.7%.

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