SS
IBTD

Simplicity Solutions’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Simplicity Solutions’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-79,454
Closed -$1.97M – 1117
2023
Q3 		$1.97M Buy
79,454
+2,320
+3% +$57.5K 0.06% 285
2023
Q2 		$1.91M Buy
77,134
+15,407
+25% +$381K 0.05% 327
2023
Q1 		$1.53M Buy
+61,727
New +$1.53M 0.04% 376

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Simplicity Solutions's IBTD Position: Q4 2023 in Review

Simplicity Solutions sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 79,454 shares — an estimated $1.97M sold.

Simplicity Solutions first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $1.97M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Simplicity Solutions reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 79,454 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.97M.
  • Simplicity Solutions first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Simplicity Solutions's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.97M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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