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 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

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $188M AUM 26.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Shields & Co's SBIL Position: Q1 2026 in Review

Wellington Shields & Co reduced its Simplify Government Money Market ETF (SBIL) stake by 53% in Q1 2026, selling an estimated $270K and leaving 2,345 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #227.

Wellington Shields & Co first reported a position in SBIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $504K in Q4 2025. 6 funds tracked by Wall St. Rank hold SBIL as of Q1 2026.

Wellington Shields & Co held 2,345 shares of Simplify Government Money Market ETF worth $235K as of Q1 2026.
Wellington Shields & Co sold 2,692 Simplify Government Money Market ETF shares in Q1 2026, an estimated $270K.
Simplify Government Money Market ETF made up 0.06% of Wellington Shields & Co's portfolio in Q1 2026, its #227 holding.
Wellington Shields & Co first reported a position in Simplify Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
Wellington Shields & Co's Simplify Government Money Market ETF position peaked at $504K in Q4 2025.
6 funds tracked by Wall St. Rank held Simplify Government Money Market ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.