CIBC World Market
MTBA icon

CIBC World Market’s Simplify MBS ETF MTBA Stock Holding History

CIBC World Market’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 		$507K Buy
10,340
+500
+5% +$24.7K ﹤0.01% 1218
2026
Q1 		$487K Sell
9,840
-147
-1% -$7.39K ﹤0.01% 1138
2025
Q4 		$503K Sell
9,987
-150
-1% -$7.57K ﹤0.01% 1121
2025
Q3 		$510K Hold
10,137
– – ﹤0.01% 1114
2025
Q2 		$508K Buy
10,137
+1,152
+13% +$57.4K ﹤0.01% 1049
2025
Q1 		$451K Buy
8,985
+780
+10% +$38.9K ﹤0.01% 1059
2024
Q4 		$408K Buy
8,205
+2,593
+46% +$131K ﹤0.01% 1089
2024
Q3 		$289K Buy
+5,612
New +$288K ﹤0.01% 1142

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $594M AUM 24.92% 1-Year Est. Return
ECM
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 $447M AUM 18.59% 1-Year Est. Return
CW
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

CIBC World Market's MTBA Position: Q2 2026 in Review

CIBC World Market increased its Simplify MBS ETF (MTBA) stake by 5.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 10,340 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

CIBC World Market first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. The position peaked at $510K in Q3 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • CIBC World Market held 10,340 shares of Simplify MBS ETF worth $507K as of Q2 2026.
  • CIBC World Market bought 500 Simplify MBS ETF shares in Q2 2026, an estimated $24.7K.
  • Simplify MBS ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1218 holding.
  • CIBC World Market first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • CIBC World Market's Simplify MBS ETF position peaked at $510K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.