BAM Wealth Management
MTBA icon

BAM Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

BAM 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
2026
Q3 		$247K Sell
5,275
-5,851
-53% -$283K 0.13% 172
2026
Q2 		$546K Buy
11,126
+4,287
+63% +$212K 0.34% 78
2026
Q1 		$338K Buy
6,839
+119
+2% +$5.98K 0.25% 91
2025
Q4 		$339K Buy
6,720
+2,386
+55% +$120K 0.25% 96
2025
Q3 		$218K Buy
+4,334
New +$218K 0.17% 141

Other funds holding MTBA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hutchinson Capital Management
Hutchinson Capital Management San Rafael, California $612M AUM 12.91% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

BAM Wealth Management's MTBA Position: Q3 2026 in Review

BAM Wealth Management reduced its Simplify MBS ETF (MTBA) stake by 53% in Q3 2026, selling an estimated $283K and leaving 5,275 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #172.

BAM Wealth Management first reported a position in MTBA in Q3 2025 and has held it in 5 quarters since. The position peaked at $546K in Q2 2026. 83 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • BAM Wealth Management held 5,275 shares of Simplify MBS ETF worth $247K as of Q3 2026.
  • BAM Wealth Management sold 5,851 Simplify MBS ETF shares in Q3 2026, an estimated $283K.
  • Simplify MBS ETF made up 0.13% of BAM Wealth Management's portfolio in Q3 2026, its #172 holding.
  • BAM Wealth Management first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's Simplify MBS ETF position peaked at $546K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.