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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
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 $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Wealth's IBTO Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.1% in Q1 2026, selling an estimated $4.54K and leaving 17,227 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #498.

Simplicity Wealth first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. The position peaked at $841K in Q2 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Simplicity Wealth held 17,227 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $420K as of Q1 2026.
  • Simplicity Wealth sold 185 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $4.54K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #498 holding.
  • Simplicity Wealth first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $841K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.