Ables Iannone Moore & Associates’s Simplify MBS ETF MTBA Stock Holding History

Ables Iannone Moore & Associates’s Portfolio MTBA Stock Details MTBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Sell	6,215 -805	-11%	-$39.7K	0.16%	53
2026 Q1	$347K	Sell	7,020 -1,070	-13%	-$53.8K	0.21%	51
2025 Q4	$408K	Buy	8,090 +3,860	+91%	+$195K	0.22%	50
2025 Q3	$213K	Sell	4,230 -71	-2%	-$3.56K	0.12%	57
2025 Q2	$215K	Buy	4,301 +50	+1%	+$2.49K	0.13%	56
2025 Q1	$213K	Sell	4,251 -104	-2%	-$5.19K	0.15%	54
2024 Q4	$216K	Buy	4,355 +236	+6%	+$11.9K	0.13%	54
2024 Q3	$212K	Buy	+4,119	New	+$211K	0.14%	54

Other funds holding MTBA

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Ables Iannone Moore & Associates's MTBA Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its Simplify MBS ETF (MTBA) stake by 11% in Q2 2026, selling an estimated $39.7K and leaving 6,215 shares worth $305K. The position accounts for 0.16% of the portfolio, ranked #53.

Ables Iannone Moore & Associates first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. The position peaked at $408K in Q4 2025. 29 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Ables Iannone Moore & Associates held 6,215 shares of Simplify MBS ETF worth $305K as of Q2 2026.
Ables Iannone Moore & Associates sold 805 Simplify MBS ETF shares in Q2 2026, an estimated $39.7K.
Simplify MBS ETF made up 0.16% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #53 holding.
Ables Iannone Moore & Associates first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
Ables Iannone Moore & Associates's Simplify MBS ETF position peaked at $408K in Q4 2025.
29 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.