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Alpine Bank Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-21,414
Closed -$1.08M – 307
2025
Q3 		$1.08M Buy
21,414
+666
+3% +$33.4K 0.15% 72
2025
Q2 		$1.04M Sell
20,748
-7,927
-28% -$395K 0.16% 69
2025
Q1 		$1.44M Buy
+28,675
New +$1.43M 0.23% 58
2024
Q3 		$42.9M Buy
+833,247
New +$42.7M 6.85% 3

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alpine Bank Wealth Management's MTBA Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Simplify MBS ETF (MTBA) in Q4 2025, closing a stake of 21,414 shares — an estimated $1.08M sold.

Alpine Bank Wealth Management first reported a position in MTBA in Q3 2024 and held it in 4 quarters. The position peaked at $42.9M in Q3 2024. 158 funds tracked by Wall St. Rank hold MTBA as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Simplify MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 21,414 Simplify MBS ETF shares in Q4 2025, an estimated $1.08M.
  • Alpine Bank Wealth Management first reported a position in Simplify MBS ETF in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Simplify MBS ETF position peaked at $42.9M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.