USHY — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (USHY). 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
4.55% (2022 Q1)
Avg. % of fund
1.37%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 37,361 -195,189 -83.9% 0.08% $1.4M $36.52
2025 Q2 ADDED 232,550 +139,421 +149.7% 0.36% $8.7M $35.65
2025 Q1 ADDED 93,129 +36,932 +65.7% 0.27% $3.4M $34.39
2024 Q3 REDUCED 56,197 -121,292 -68.3% 0.20% $2.1M $33.99
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USHY price (monthly, adj. close)

Other funds also holding USHY

As of 2025 Q4 — sorted by position size

Counterpoint Mutual Funds LLC 3Y 41.77% BTS Asset Management, Inc. 3Y 7Y 34.97% TOEWS CORP /ADV 3Y 31.11% Polianta Ltd 3Y 7Y 23.87% Santa Clara Valley Transportation Authority 20.76% PRUDENTIAL PLC 3Y 7Y 18.75% Roberts Financial Services LLC 3Y 7Y 13.57% Ocean Park Asset Management, LLC 3Y 13.46% Bricktown Capital, LLC 3Y 10.17% Japan Science & Technology Agency 3Y 9.84%
← Back to Simplicity Wealth,LLC Holdings