SHYG — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (SHYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.16% (2022 Q2)
Avg. % of fund
0.79%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 7,337 — 0% 0.02% $318K $41.83
2025 Q2 UNCHANGED 7,337 — 0% 0.01% $317K $40.97
2025 Q1 UNCHANGED 7,337 — 0% 0.02% $312K $39.65
2024 Q4 UNCHANGED 7,337 — 0% 0.07% $313K $39.26
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHYG price (monthly, adj. close)

Other funds also holding SHYG

As of 2025 Q4 — sorted by position size

Bramshill Investments, LLC 3Y 7Y 29.04% ARCH CAPITAL GROUP LTD. 3Y 22.46% KITCHING PARTNERS, LLC 9.46% Whitford Management LLC 3Y 8.79% Cascade Wealth Advisors, Inc 6.89% Bakala Capital LLC 6.37% KilterHowling LLC 5.68% Permanens Capital L.P. 3Y 7Y 4.74% SWEENEY & MICHEL, LLC 4.07% Powers Advisory Group, LLC 3Y 3.53%
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