Simplicity Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Simplicity Solutions’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$674K	Buy	+27,068	New	+$671K	0.02%	565

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Solutions's IBDP Position: Q4 2023 in Review

Simplicity Solutions opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023: 27,068 shares worth $674K. The stake represents 0.02% of the portfolio and ranks #565 among its holdings.

350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

Simplicity Solutions held 27,068 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $674K as of Q4 2023.
iShares iBonds Dec 2024 Term Corporate ETF was a new Simplicity Solutions position in Q4 2023.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #565 holding.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.