CIBC Private Wealth Group
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CIBC Private Wealth Group’s Simplify MBS ETF MTBA Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		– Sell
-192
Closed -$9.67K – 3498
2025
Q3 		$9.67K Buy
+192
New +$9.64K ﹤0.01% 2397

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's MTBA Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Simplify MBS ETF (MTBA) in Q4 2025, closing a stake of 192 shares — an estimated $9.67K sold.

CIBC Private Wealth Group first reported a position in MTBA in Q3 2025 and held it in 1 quarter. The position peaked at $9.67K in Q3 2025. 158 funds tracked by Wall St. Rank hold MTBA as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining Simplify MBS ETF position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 192 Simplify MBS ETF shares in Q4 2025, an estimated $9.67K.
  • CIBC Private Wealth Group first reported a position in Simplify MBS ETF in Q3 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's Simplify MBS ETF position peaked at $9.67K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.