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.
| 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 |
| 2024 Q2 | ADDED | 177,489 | +103,309 | +139.3% | 0.15% | $6.4M | $32.22 |
| 2024 Q1 | ADDED | 74,180 | +64,031 | +630.9% | 0.06% | $2.7M | $31.93 |
| 2023 Q4 | ADDED | 10,149 | +3,075 | +43.5% | 0.14% | $369K | $31.34 |
| 2023 Q3 | REDUCED | 7,074 | -64,396 | -90.1% | 0.14% | $246K | $29.26 |
| 2022 Q3 | REDUCED | 71,470 | -1,758 | -2.4% | 3.23% | $2.4M | $26.51 |
| 2022 Q2 | REDUCED | 73,228 | -47,289 | -39.2% | 3.70% | $2.5M | $26.90 |
As of 2025 Q4 — sorted by position size