Simplicity Solutions’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Simplicity Solutions’s Portfolio ILTB Stock Details ILTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-173,008	Closed	-$13.2M	–	727
2020 Q4	$13.2M	Buy	173,008 +27,462	+19%	+$2.08M	0.2%	111
2020 Q3	$11M	Buy	145,546 +9,457	+7%	+$727K	0.2%	101
2020 Q2	$10.2M	Buy	136,089 +66,995	+97%	+$4.91M	0.2%	107
2020 Q1	$4.92M	Buy	69,094 +21,618	+46%	+$1.53M	0.15%	114
2019 Q4	$3.23M	Buy	47,476 +26,180	+123%	+$1.79M	0.1%	170
2019 Q3	$1.48M	Buy	+21,296	New	+$1.45M	0.06%	225

Other funds holding ILTB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SIAG

Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Simplicity Solutions's ILTB Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2021, closing a stake of 173,008 shares — an estimated $13.2M sold.

Simplicity Solutions first reported a position in ILTB in Q3 2019 and held it in 6 quarters. The position peaked at $13.2M in Q4 2020. 74 funds tracked by Wall St. Rank hold ILTB as of Q1 2021.

Simplicity Solutions reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 173,008 iShares Core 10+ Year USD Bond ETF shares in Q1 2021, an estimated $13.2M.
Simplicity Solutions first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's iShares Core 10+ Year USD Bond ETF position peaked at $13.2M in Q4 2020.
74 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.