EWM
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Evermay Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Evermay Wealth Management’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
-307
Closed -$15.2K – 677
2026
Q1 		$15.2K Buy
+307
New +$15.4K ﹤0.01% 419

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Evermay Wealth Management's MTBA Position: Q2 2026 in Review

Evermay Wealth Management sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 307 shares — an estimated $15.2K sold.

Evermay Wealth Management first reported a position in MTBA in Q1 2026 and held it in 1 quarter. The position peaked at $15.2K in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Evermay Wealth Management reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 307 Simplify MBS ETF shares in Q2 2026, an estimated $15.2K.
  • Evermay Wealth Management first reported a position in Simplify MBS ETF in Q1 2026 and held it in 1 quarter.
  • Evermay Wealth Management's Simplify MBS ETF position peaked at $15.2K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.