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Anchor Investment Management’s Simplify MBS ETF MTBA Stock Holding History

Anchor Investment 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
2026
Q1 		$2.61M Buy
52,716
+554
+1% +$27.9K 0.22% 120
2025
Q4 		$2.63M Buy
52,162
+2,167
+4% +$109K 0.21% 118
2025
Q3 		$2.52M Buy
49,995
+7,782
+18% +$391K 0.21% 121
2025
Q2 		$2.11M Buy
42,213
+3,324
+9% +$166K 0.19% 129
2025
Q1 		$1.95M Buy
38,889
+4,600
+13% +$230K 0.18% 132
2024
Q4 		$1.7M Buy
34,289
+3,889
+13% +$196K 0.16% 141
2024
Q3 		$1.56M Buy
30,400
+9,300
+44% +$477K 0.15% 146
2024
Q2 		$1.06M Buy
21,100
+17,500
+486% +$882K 0.11% 171
2024
Q1 		$183K Buy
+3,600
New +$184K 0.02% 367

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 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

Anchor Investment Management's MTBA Position: Q1 2026 in Review

Anchor Investment Management increased its Simplify MBS ETF (MTBA) stake by 1.1% in Q1 2026, buying an estimated $27.9K and bringing the position to 52,716 shares worth $2.61M. The position accounts for 0.22% of the portfolio, ranked #120.

Anchor Investment Management first reported a position in MTBA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Anchor Investment Management held 52,716 shares of Simplify MBS ETF worth $2.61M as of Q1 2026.
  • Anchor Investment Management bought 554 Simplify MBS ETF shares in Q1 2026, an estimated $27.9K.
  • Simplify MBS ETF made up 0.22% of Anchor Investment Management's portfolio in Q1 2026, its #120 holding.
  • Anchor Investment Management first reported a position in Simplify MBS ETF in Q1 2024 and has held it in 9 quarters since.
  • Anchor Investment Management's Simplify MBS ETF position peaked at $2.63M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.