First National Bank Sioux Falls’s Simplify MBS ETF MTBA Stock Holding History

First National Bank Sioux Falls’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	$2.62M	Hold	52,518	–	–	0.72%	28
2026 Q1	$2.62M	Buy	52,518 +2,544	+5%	+$128K	0.72%	28
2025 Q4	$2.52M	Buy	49,974 +8,844	+22%	+$446K	0.75%	28
2025 Q3	$2.07M	Buy	41,130 +11,857	+41%	+$595K	0.65%	32
2025 Q2	$1.47M	Buy	29,273 +10,541	+56%	+$525K	0.54%	37
2025 Q1	$939K	Buy	18,732 +12,741	+213%	+$636K	0.38%	50
2024 Q4	$298K	Buy	+5,991	New	+$302K	0.13%	107

Other funds holding MTBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

First National Bank Sioux Falls's MTBA Position: Q2 2026 in Review

First National Bank Sioux Falls held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 52,518 shares worth $2.62M. The position accounts for 0.72% of the portfolio, ranked #28.

First National Bank Sioux Falls first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

First National Bank Sioux Falls held 52,518 shares of Simplify MBS ETF worth $2.62M as of Q2 2026.
First National Bank Sioux Falls left its Simplify MBS ETF share count unchanged in Q2 2026.
Simplify MBS ETF made up 0.72% of First National Bank Sioux Falls's portfolio in Q2 2026, its #28 holding.
First National Bank Sioux Falls first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on First National Bank Sioux Falls's 13F filing for Q2 2026, filed 24 Jul 2026.