WSC
SBIL

Wellington Shields & Co’s Simplify Government Money Market ETF SBIL Stock Holding History

Wellington Shields & Co’s Portfolio SBIL Stock Details SBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,345
Closed -$235K – 341
2026
Q1 		$235K Sell
2,345
-2,692
-53% -$270K 0.06% 227
2025
Q4 		$504K Buy
5,037
+677
+16% +$67.8K 0.12% 139
2025
Q3 		$436K Buy
+4,360
New +$437K 0.11% 153

Other funds holding SBIL

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $188M AUM 26.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Shields & Co's SBIL Position: Q2 2026 in Review

Wellington Shields & Co sold out of Simplify Government Money Market ETF (SBIL) in Q2 2026, closing a stake of 2,345 shares — an estimated $235K sold.

Wellington Shields & Co first reported a position in SBIL in Q3 2025 and held it in 3 quarters. The position peaked at $504K in Q4 2025. 7 funds tracked by Wall St. Rank hold SBIL as of Q2 2026.

  • Wellington Shields & Co reported no remaining Simplify Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 2,345 Simplify Government Money Market ETF shares in Q2 2026, an estimated $235K.
  • Wellington Shields & Co first reported a position in Simplify Government Money Market ETF in Q3 2025 and held it in 3 quarters.
  • Wellington Shields & Co's Simplify Government Money Market ETF position peaked at $504K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Simplify Government Money Market ETF as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.