SW
IBTE

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

Simplicity Wealth’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
2024
Q4 		– Sell
-14,139
Closed -$339K – 532
2024
Q3 		$339K Sell
14,139
-8,183
-37% -$196K 0.03% 372
2024
Q2 		$535K Sell
22,322
-29,022
-57% -$694K 0.01% 731
2024
Q1 		$1.23M Buy
+51,344
New +$1.23M 0.03% 463

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Simplicity Wealth's IBTE Position: Q4 2024 in Review

Simplicity Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 14,139 shares — an estimated $339K sold.

Simplicity Wealth first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $1.23M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Simplicity Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 14,139 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $339K.
  • Simplicity Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.23M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.