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Ishares Ibonds Dec 2027 Term T shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $558k 25k 22.52
2025-06-30 $1.1M 49k 22.49
2025-03-31 $508k 23k 22.42
2024-09-30 $488k 22k 22.63
2024-06-30 $613k 28k 22.07
2024-03-31 $563k 25k 22.16
2023-12-31 $521k 23k 22.39

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View all positions for Simplicity Wealth

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T