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 $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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.

276 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.
276 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.