Cambridge Advisors
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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
Q3 		$1.05M Buy
22,498
+1,545
+7% +$74.8K 0.18% 82
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

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
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
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Cambridge Advisors's MTBA Position: Q3 2026 in Review

Cambridge Advisors increased its Simplify MBS ETF (MTBA) stake by 7.4% in Q3 2026, buying an estimated $74.8K and bringing the position to 22,498 shares worth $1.05M. 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 12 quarters since. 38 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Cambridge Advisors held 22,498 shares of Simplify MBS ETF worth $1.05M as of Q3 2026.
  • Cambridge Advisors bought 1,545 Simplify MBS ETF shares in Q3 2026, an estimated $74.8K.
  • Simplify MBS ETF made up 0.18% of Cambridge Advisors's portfolio in Q3 2026, its #82 holding.
  • Cambridge Advisors first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.