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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
2024-03-31 $563k 25k 22.16
2023-12-31 $521k 23k 22.39

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 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Commonwealth Equity Services
FinTrust Capital Advisors
MV Capital Management
Capital Investment Advisors
UBS Group
Steward Partners Investment Advisory
Legacy Private Trust
MKT Advisors
InterOcean Capital Group

View all funds holding Ishares Ibonds Dec 2027 Term T