Ishares Tr broad usd high shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Ishares Tr broad usd high
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All positions including Ishares Tr broad usd high held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr broad usd high by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 37k | 37.78 |
| 2025-06-30 | $8.7M | 233k | 37.51 |
| 2025-03-31 | $3.4M | 93k | 36.81 |
| 2024-09-30 | $2.1M | 56k | 37.65 |
| 2024-06-30 | $6.4M | 178k | 36.28 |
| 2024-03-31 | $2.7M | 74k | 36.59 |
| 2023-12-31 | $369k | 10k | 36.35 |
| 2023-09-30 | $246k | 7.1k | 34.71 |
| 2022-09-30 | $2.4M | 72k | 33.62 |
| 2022-06-30 | $2.5M | 73k | 34.62 |
| 2022-03-31 | $4.7M | 121k | 38.86 |
| 2021-12-31 | $6.7M | 162k | 41.19 |