Ownership history in Simplicity Wealth,LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (TLT). 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 Q4 | ADDED | 242,894 | +19,730 | +8.8% | 1.26% | $21.2M | $86.54 |
| 2025 Q3 | ADDED | 223,164 | +61,404 | +38.0% | 1.15% | $19.9M | $87.45 |
| 2025 Q2 | ADDED | 161,760 | +149,014 | +1169.1% | 0.59% | $14.3M | $85.39 |
| 2025 Q1 | REDUCED | 12,746 | -9,502 | -42.7% | 0.09% | $1.2M | $87.11 |
| 2024 Q3 | REDUCED | 22,248 | -10,494 | -32.1% | 0.20% | $2.2M | $91.96 |
| 2024 Q2 | ADDED | 32,742 | +6,124 | +23.0% | 0.07% | $3.0M | $85.20 |
| 2024 Q1 | REDUCED | 26,618 | -824 | -3.0% | 0.06% | $2.5M | $86.95 |
| 2023 Q4 | ADDED | 27,442 | +11,625 | +73.5% | 1.05% | $2.7M | $90.29 |
| 2023 Q3 | INITIATED | 15,817 | — | — | 0.82% | $1.4M | — |
As of 2025 Q4 — sorted by position size