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Simplicity Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Simplicity Wealth’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Buy
20,435
+234
+1% +$5.35K 0.02% 673
2026
Q1 		$463K Buy
20,201
+117
+0.6% +$2.68K 0.03% 471
2025
Q4 		$459K Buy
+20,084
New +$460K 0.03% 454

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Simplicity Wealth's IBTG Position: Q2 2026 in Review

Simplicity Wealth increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q2 2026, buying an estimated $5.35K and bringing the position to 20,435 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #673.

Simplicity Wealth first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Simplicity Wealth held 20,435 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $468K as of Q2 2026.
  • Simplicity Wealth bought 234 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $5.35K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #673 holding.
  • Simplicity Wealth first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.