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JBR Co Financial Management’s Simplify Stable Income ETF BUCK Stock Holding History

JBR Co Financial Management’s Portfolio BUCK Stock Details BUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,600
Closed -$348K – 123
2025
Q3 		$348K Hold
14,600
– – 0.15% 92
2025
Q2 		$345K Hold
14,600
– – 0.17% 85
2025
Q1 		$360K Buy
+14,600
New +$360K 0.21% 83

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JBR Co Financial Management's BUCK Position: Q4 2025 in Review

JBR Co Financial Management sold out of Simplify Stable Income ETF (BUCK) in Q4 2025, closing a stake of 14,600 shares — an estimated $348K sold.

JBR Co Financial Management first reported a position in BUCK in Q1 2025 and held it in 3 quarters. The position peaked at $360K in Q1 2025. 87 funds tracked by Wall St. Rank hold BUCK as of Q4 2025.

  • JBR Co Financial Management reported no remaining Simplify Stable Income ETF position as of Q4 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 14,600 Simplify Stable Income ETF shares in Q4 2025, an estimated $348K.
  • JBR Co Financial Management first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 3 quarters.
  • JBR Co Financial Management's Simplify Stable Income ETF position peaked at $360K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q4 2025.

Based on JBR Co Financial Management's 13F filing for Q4 2025, filed 6 Jan 2026.