Simplicity Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Simplicity Wealth’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$809K	Buy	36,175 +10,722	+42%	+$240K	0.03%	485
2026 Q1	$571K	Sell	25,453 -20	-0.1%	-$449	0.03%	424
2025 Q4	$572K	Buy	25,473 +686	+3%	+$15.4K	0.03%	399
2025 Q3	$558K	Sell	24,787 -23,985	-49%	-$538K	0.03%	415
2025 Q2	$1.1M	Buy	48,772 +26,130	+115%	+$585K	0.05%	312
2025 Q1	$508K	Buy	+22,642	New	+$504K	0.04%	337
2024 Q4	–	Sell	-21,539	Closed	-$488K	–	426
2024 Q3	$488K	Sell	21,539 -6,217	-22%	-$139K	0.05%	297
2024 Q2	$613K	Buy	27,756 +2,342	+9%	+$51.5K	0.01%	676
2024 Q1	$563K	Buy	25,414 +2,153	+9%	+$47.8K	0.01%	684
2023 Q4	$521K	Buy	+23,261	New	+$511K	0.2%	93

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Simplicity Wealth's IBTH Position: Q2 2026 in Review

Simplicity Wealth increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 42% in Q2 2026, buying an estimated $240K and bringing the position to 36,175 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #485.

Simplicity Wealth first reported a position in IBTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q2 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Simplicity Wealth held 36,175 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $809K as of Q2 2026.
Simplicity Wealth bought 10,722 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $240K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #485 holding.
Simplicity Wealth first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.1M in Q2 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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