Simplicity Wealth’s Sterling Capital Ultra Short Bond ETF SCUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Sell
9,393
-2,884
-23% -$72.2K 0.01% 924
2026
Q1
$307K Buy
+12,277
New +$307K 0.02% 583

Other funds holding SCUB

Simplicity Wealth's SCUB Position: Q2 2026 in Review

Simplicity Wealth reduced its Sterling Capital Ultra Short Bond ETF (SCUB) stake by 23% in Q2 2026, selling an estimated $72.2K and leaving 9,393 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #924.

Simplicity Wealth first reported a position in SCUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 3 funds tracked by Wall St. Rank hold SCUB as of Q2 2026.

  • Simplicity Wealth held 9,393 shares of Sterling Capital Ultra Short Bond ETF worth $236K as of Q2 2026.
  • Simplicity Wealth sold 2,884 Sterling Capital Ultra Short Bond ETF shares in Q2 2026, an estimated $72.2K.
  • Sterling Capital Ultra Short Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #924 holding.
  • Simplicity Wealth first reported a position in Sterling Capital Ultra Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Simplicity Wealth's Sterling Capital Ultra Short Bond ETF position peaked at $307K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Sterling Capital Ultra Short Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.