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 Q3	$2.77M	Buy	59,154 +6,636	+13%	+$321K	0.84%	29
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

TWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

First National Bank Sioux Falls's MTBA Position: Q3 2026 in Review

First National Bank Sioux Falls increased its Simplify MBS ETF (MTBA) stake by 13% in Q3 2026, buying an estimated $321K and bringing the position to 59,154 shares worth $2.77M. The position accounts for 0.84% of the portfolio, ranked #29.

First National Bank Sioux Falls first reported a position in MTBA in Q4 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

First National Bank Sioux Falls held 59,154 shares of Simplify MBS ETF worth $2.77M as of Q3 2026.
First National Bank Sioux Falls bought 6,636 Simplify MBS ETF shares in Q3 2026, an estimated $321K.
Simplify MBS ETF made up 0.84% of First National Bank Sioux Falls's portfolio in Q3 2026, its #29 holding.
First National Bank Sioux Falls first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on First National Bank Sioux Falls's 13F filing for Q3 2026, filed 13 Oct 2026.