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Ishares Ibonds Dec 2025 Term T shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $410k 18k 23.23
2023-12-31 $367k 16k 23.28
2023-09-30 $272k 12k 23.08
2023-06-30 $267k 12k 23.13

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Ishares Ibonds Dec 2025 Term T

Captrust Financial Advisors
Wells Fargo & Company
GLOBALT Investments LLC / GA
Colony
Bank of America Corporation
UBS Group
Capital Investment Advisors
Royal Bank of Canada
Hills Bank And Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
InterOcean Capital Group
MV Capital Management
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2025 Term T