Corient Private Wealth
MTBA icon

Corient Private Wealth’s Simplify MBS ETF MTBA Stock Holding History

Corient Private Wealth’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 		$620K Sell
12,641
-1,820
-13% -$89.8K ﹤0.01% 2081
2026
Q1 		$715K Buy
+14,461
New +$727K ﹤0.01% 1836

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EWM
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ECM
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KAM
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WG
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CW
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LPL Financial
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TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Corient Private Wealth's MTBA Position: Q2 2026 in Review

Corient Private Wealth reduced its Simplify MBS ETF (MTBA) stake by 13% in Q2 2026, selling an estimated $89.8K and leaving 12,641 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Corient Private Wealth first reported a position in MTBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $715K in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Corient Private Wealth held 12,641 shares of Simplify MBS ETF worth $620K as of Q2 2026.
  • Corient Private Wealth sold 1,820 Simplify MBS ETF shares in Q2 2026, an estimated $89.8K.
  • Simplify MBS ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2081 holding.
  • Corient Private Wealth first reported a position in Simplify MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's Simplify MBS ETF position peaked at $715K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.