A detailed history of Simpli Fi, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Simpli Fi, Inc. holds 4,096 shares of IGSB stock, worth $217,620. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,096
Previous 17,389 76.44%
Holding current value
$217,620
Previous $917,000 76.34%
% of portfolio
0.12%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$52.39 - $53.11 $696,420 - $705,991
-13,293 Reduced 76.44%
4,096 $217,000
Q2 2025

Jul 18, 2025

BUY
$51.68 - $52.76 $3,049 - $3,112
59 Added 0.34%
17,389 $917,000
Q1 2025

Apr 28, 2025

SELL
$51.52 - $52.37 $25,193 - $25,608
-489 Reduced 2.74%
17,330 $907,000
Q4 2024

Jan 23, 2025

BUY
$51.54 - $52.55 $918,391 - $936,388
17,819 New
17,819 $921,000

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Simpli Fi, Inc. Portfolio

Follow Simpli Fi, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.