Simplicity Solutions’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Simplicity Solutions’s Portfolio IBTE Stock Details IBTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.97M	Buy	+82,723	New	+$1.97M	0.05%	298

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Simplicity Solutions's IBTE Position: Q4 2023 in Review

Simplicity Solutions opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2023: 82,723 shares worth $1.97M. The stake represents 0.05% of the portfolio and ranks #298 among its holdings.

277 funds tracked by Wall St. Rank hold IBTE as of Q4 2023.

Simplicity Solutions held 82,723 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $1.97M as of Q4 2023.
iShares iBonds Dec 2024 Term Treasury ETF was a new Simplicity Solutions position in Q4 2023.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #298 holding.
277 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2023.

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