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 Q3	$26K	Sell	555 -185	-25%	-$8.95K	﹤0.01%	3935
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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Farther Finance Advisors's MTBA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Simplify MBS ETF (MTBA) stake by 25% in Q3 2026, selling an estimated $8.95K and leaving 555 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Farther Finance Advisors first reported a position in MTBA in Q4 2024 and has held it in 8 quarters since. The position peaked at $158K in Q3 2025. 10 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

Farther Finance Advisors held 555 shares of Simplify MBS ETF worth $26K as of Q3 2026.
Farther Finance Advisors sold 185 Simplify MBS ETF shares in Q3 2026, an estimated $8.95K.
Simplify MBS ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3935 holding.
Farther Finance Advisors first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Simplify MBS ETF position peaked at $158K in Q3 2025.
10 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.