HYDB — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (HYDB). 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
0.1% (2023 Q4)
Avg. % of fund
0.04%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,442 -5,708 -51.2% 0.02% $260K $46.23
2025 Q2 ADDED 11,150 +929 +9.1% 0.02% $529K $45.07
2025 Q1 ADDED 10,221 +4,727 +86.0% 0.04% $481K $43.87
2023 Q4 INITIATED 5,494 — — 0.10% $254K —
% of Fund (quarterly)    HYDB price (monthly, adj. close)

Other funds also holding HYDB

As of 2025 Q4 — sorted by position size

COTTONWOOD CAPITAL ADVISORS, LLC 3Y 4.2% TL Private Wealth 3Y 4.03% STRATEGIC PLANNING GROUP, LLC 3.46% Outlook Wealth Advisors, LLC 3Y 7Y 2.96% Capital Investment Counsel, LLC 2.73% Cornerstone Planning Group LLC 3Y 2.62% Armor Investment Advisors, LLC 3Y 7Y 2.21% BEACON FINANCIAL PLANNING, INC 3Y 1.67% MA Private Wealth 3Y 7Y 1.6% Strategic Financial Concepts, LLC 1.48%
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