Simplicity Solutions’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Simplicity Solutions’s Portfolio IBDC Stock Details IBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-21,208	Closed	-$552K	–	930
2019 Q4	$552K	Buy	+21,208	New	+$553K	0.02%	519

Other funds holding IBDC

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Simplicity Solutions's IBDC Position: Q1 2020 in Review

Simplicity Solutions sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 21,208 shares — an estimated $552K sold.

Simplicity Solutions first reported a position in IBDC in Q4 2019 and held it in 1 quarter. The position peaked at $552K in Q4 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

Simplicity Solutions reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 21,208 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $552K.
Simplicity Solutions first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
Simplicity Solutions's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $552K in Q4 2019.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.