Ownership history in SimpliFi, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ISHARES U S ETF TR (LQDI). 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 | REDUCED | 41,986 | -1,434,412 | -97.2% | 0.47% | $1.1M | $26.28 |
| 2025 Q3 | ADDED | 1,476,398 | +28,467 | +2.0% | 17.00% | $39.7M | $26.31 |
| 2025 Q2 | ADDED | 1,447,931 | +10,497 | +0.7% | 16.80% | $38.1M | $25.46 |
| 2025 Q1 | ADDED | 1,437,434 | +1,036,733 | +258.7% | 17.28% | $37.6M | $25.03 |
As of 2025 Q4 — sorted by position size