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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Simplicity Wealth

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury ETF 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 2033 Term Treasury ETF by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $428k 17k 24.55
2025-09-30 $412k 17k 24.65
2025-06-30 $841k 34k 24.51
2025-03-31 $386k 16k 24.40

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View all positions for Simplicity Wealth

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Federation des caisses Desjardins du Quebec
Union Bankshares
Krilogy Financial
Confluence Investment Management
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Headland Capital
HighTower Advisors
UBS Group
Probity Advisors
Accretive Wealth Partners
Branch Banking & Trust Company

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF