Cambridge Investment Research Advisors
MTBA icon

Cambridge Investment Research Advisors’s Simplify MBS ETF MTBA Stock Holding History

Cambridge Investment Research 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 		– Sell
-5,640
Closed -$279K – 4129
2026
Q1 		$279K Buy
+5,640
New +$284K ﹤0.01% 3355
2025
Q2 		– Sell
-10,760
Closed -$540K – 3716
2025
Q1 		$540K Buy
10,760
+342
+3% +$17.1K ﹤0.01% 2367
2024
Q4 		$518K Buy
10,418
+260
+3% +$13.1K ﹤0.01% 2403
2024
Q3 		$523K Buy
+10,158
New +$521K ﹤0.01% 2375

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Evergreen Capital Management
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
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
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

Cambridge Investment Research Advisors's MTBA Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 5,640 shares — an estimated $279K sold.

Cambridge Investment Research Advisors first reported a position in MTBA in Q3 2024 and held it in 4 quarters. The position peaked at $540K in Q1 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,640 Simplify MBS ETF shares in Q2 2026, an estimated $279K.
  • Cambridge Investment Research Advisors first reported a position in Simplify MBS ETF in Q3 2024 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Simplify MBS ETF position peaked at $540K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.