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Simplicity Wealth’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Simplicity Wealth’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Buy
20,977
+3,750
+22% +$90.6K 0.02% 630
2026
Q1 		$420K Sell
17,227
-185
-1% -$4.54K 0.02% 498
2025
Q4 		$428K Buy
17,412
+693
+4% +$17.1K 0.03% 473
2025
Q3 		$412K Sell
16,719
-17,601
-51% -$431K 0.02% 489
2025
Q2 		$841K Buy
34,320
+18,500
+117% +$448K 0.04% 363
2025
Q1 		$386K Buy
+15,820
New +$379K 0.03% 384

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Simplicity Wealth's IBTO Position: Q2 2026 in Review

Simplicity Wealth increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 22% in Q2 2026, buying an estimated $90.6K and bringing the position to 20,977 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #630.

Simplicity Wealth first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $841K in Q2 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Simplicity Wealth held 20,977 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $506K as of Q2 2026.
  • Simplicity Wealth bought 3,750 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $90.6K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #630 holding.
  • Simplicity Wealth first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Simplicity Wealth's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $841K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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