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 Q2	$2.56M	Sell	52,255 -461	-0.9%	-$22.7K	0.19%	125
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

KAM

Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Anchor Investment Management's MTBA Position: Q2 2026 in Review

Anchor Investment Management reduced its Simplify MBS ETF (MTBA) stake by 0.87% in Q2 2026, selling an estimated $22.7K and leaving 52,255 shares worth $2.56M. The position accounts for 0.19% of the portfolio, ranked #125.

Anchor Investment Management first reported a position in MTBA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Anchor Investment Management held 52,255 shares of Simplify MBS ETF worth $2.56M as of Q2 2026.
Anchor Investment Management sold 461 Simplify MBS ETF shares in Q2 2026, an estimated $22.7K.
Simplify MBS ETF made up 0.19% of Anchor Investment Management's portfolio in Q2 2026, its #125 holding.
Anchor Investment Management first reported a position in Simplify MBS ETF in Q1 2024 and has held it in 10 quarters since.
Anchor Investment Management's Simplify MBS ETF position peaked at $2.63M in Q4 2025.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.