FFA
MTBA icon

Farther Finance Advisors’s Simplify MBS ETF MTBA Stock Holding History

Farther Finance 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 		$36.3K Sell
740
-1,072
-59% -$52.9K ﹤0.01% 3506
2026
Q1 		$89.7K Buy
1,812
+23
+1% +$1.16K ﹤0.01% 2588
2025
Q4 		$90.2K Sell
1,789
-1,346
-43% -$67.9K ﹤0.01% 2405
2025
Q3 		$158K Buy
3,135
+1,973
+170% +$99.1K ﹤0.01% 1751
2025
Q2 		$58.2K Buy
1,162
+435
+60% +$21.7K ﹤0.01% 2060
2025
Q1 		$36.6K Buy
727
+516
+245% +$25.8K ﹤0.01% 2065
2024
Q4 		$10.5K Buy
+211
New +$10.6K ﹤0.01% 2366

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

Farther Finance Advisors's MTBA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Simplify MBS ETF (MTBA) stake by 59% in Q2 2026, selling an estimated $52.9K and leaving 740 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Farther Finance Advisors first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q3 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Farther Finance Advisors held 740 shares of Simplify MBS ETF worth $36.3K as of Q2 2026.
  • Farther Finance Advisors sold 1,072 Simplify MBS ETF shares in Q2 2026, an estimated $52.9K.
  • Simplify MBS ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3506 holding.
  • Farther Finance Advisors first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Simplify MBS ETF position peaked at $158K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.