Cambridge Advisors’s Simplify MBS ETF MTBA Stock Holding History

Cambridge Advisors’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	$1.03M	Buy	20,953 +1,447	+7%	+$71.4K	0.18%	82
2026 Q1	$965K	Buy	19,506 +363	+2%	+$18.3K	0.19%	87
2025 Q4	$965K	Buy	19,143 +2,476	+15%	+$125K	0.18%	85
2025 Q3	$839K	Buy	16,667 +258	+2%	+$13K	0.16%	89
2025 Q2	$822K	Buy	16,409 +488	+3%	+$24.3K	0.17%	86
2025 Q1	$798K	Sell	15,921 -1,302	-8%	-$65K	0.17%	87
2024 Q4	$856K	Buy	17,223 +2,256	+15%	+$114K	0.19%	81
2024 Q3	$771K	Buy	14,967 +858	+6%	+$44K	0.17%	92
2024 Q2	$711K	Buy	14,109 +1,527	+12%	+$76.9K	0.17%	92
2024 Q1	$641K	Buy	12,582 +2,882	+30%	+$147K	0.15%	97
2023 Q4	$501K	Buy	+9,700	New	+$495K	0.13%	110

Other funds holding MTBA

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

CNBTD

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

Cambridge Advisors's MTBA Position: Q2 2026 in Review

Cambridge Advisors increased its Simplify MBS ETF (MTBA) stake by 7.4% in Q2 2026, buying an estimated $71.4K and bringing the position to 20,953 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #82.

Cambridge Advisors first reported a position in MTBA in Q4 2023 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Cambridge Advisors held 20,953 shares of Simplify MBS ETF worth $1.03M as of Q2 2026.
Cambridge Advisors bought 1,447 Simplify MBS ETF shares in Q2 2026, an estimated $71.4K.
Simplify MBS ETF made up 0.18% of Cambridge Advisors's portfolio in Q2 2026, its #82 holding.
Cambridge Advisors first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 11 quarters since.
32 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.