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Ishares Tr edeg hig yleld shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Tr edeg hig yleld

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edeg hig yleld held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edeg hig yleld by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 5.4k 47.85
2025-06-30 $529k 11k 47.47
2025-03-31 $481k 10k 47.09
2023-12-31 $254k 5.5k 46.20

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View all positions for Simplicity Wealth

Top funds holding Ishares Tr edeg hig yleld

Renaissancere Holdings
Envestnet Asset Management
Sontag Advisory
Factory Mutual Insurance Company
LPL Financial
Ameriprise Financial
Strategic Planning Group
Insight Wealth Strategies
State of New Jersey Common Pension Fund D
Wright Fund Managment
Capital Investment Counsel
Morgan Stanley
Cornerstone Planning Group
Cetera Investment Advisers
Apollon Wealth Management

View all funds holding Ishares Tr edeg hig yleld