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 Q3	$289K	Sell	6,181 -34	-0.5%	-$1.64K	0.15%	54
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ables Iannone Moore & Associates's MTBA Position: Q3 2026 in Review

Ables Iannone Moore & Associates reduced its Simplify MBS ETF (MTBA) stake by 0.55% in Q3 2026, selling an estimated $1.64K and leaving 6,181 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #54.

Ables Iannone Moore & Associates first reported a position in MTBA in Q3 2024 and has held it in 9 quarters since. The position peaked at $408K in Q4 2025. 65 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

Ables Iannone Moore & Associates held 6,181 shares of Simplify MBS ETF worth $289K as of Q3 2026.
Ables Iannone Moore & Associates sold 34 Simplify MBS ETF shares in Q3 2026, an estimated $1.64K.
Simplify MBS ETF made up 0.15% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #54 holding.
Ables Iannone Moore & Associates first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 9 quarters since.
Ables Iannone Moore & Associates's Simplify MBS ETF position peaked at $408K in Q4 2025.
65 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.