SS
IBTF

Simplicity Solutions’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Simplicity Solutions’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,555
Closed -$267K – 1042
2023
Q2 		$267K Buy
+11,555
New +$270K 0.01% 870

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplicity Solutions's IBTF Position: Q3 2023 in Review

Simplicity Solutions sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2023, closing a stake of 11,555 shares — an estimated $267K sold.

Simplicity Solutions first reported a position in IBTF in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 178 funds tracked by Wall St. Rank hold IBTF as of Q3 2023.

  • Simplicity Solutions reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 11,555 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2023, an estimated $267K.
  • Simplicity Solutions first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Simplicity Solutions's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $267K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.