Simplicity Wealth,LLC
Position in IBTO — iShares iBonds Dec 2033 Term Treasury ETF
CIK 1913243
SUMMIT, NJ
All Filings in IBTO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTO | $420,166 | 17,227 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 IBTO | $427,551 | 17,412 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 IBTO | $412,123 | 16,719 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 IBTO | $841,183 | 34,320 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 IBTO | $386,008 | 15,820 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||