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.
| 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 |
| 2024 Q3 | UNCHANGED | 7,337 | — | 0% | 0.03% | $319K | $39.08 |
| 2024 Q2 | UNCHANGED | 7,337 | — | 0% | 0.01% | $310K | $37.33 |
| 2024 Q1 | REDUCED | 7,337 | -15,658 | -68.1% | 0.01% | $312K | $36.98 |
| 2023 Q2 | ADDED | 22,995 | +17,095 | +289.7% | 0.59% | $953K | $34.30 |
| 2022 Q4 | REDUCED | 5,900 | -64,140 | -91.6% | 0.21% | $241K | $32.88 |
| 2022 Q3 | REDUCED | 70,040 | -301 | -0.4% | 3.76% | $2.8M | $31.49 |
As of 2025 Q4 — sorted by position size