GRP
MTBA icon

Global Retirement Partners’s Simplify MBS ETF MTBA Stock Holding History

Global Retirement Partners’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 		$53.9K Buy
+1,098
New +$54.2K ﹤0.01% 2473
2025
Q4 		$81.4K Sell
1,614
-79
-5% -$3.99K ﹤0.01% 2037
2025
Q3 		$85.2K Buy
1,693
+717
+73% +$36K ﹤0.01% 1588
2025
Q2 		$48.9K Buy
+976
New +$48.6K ﹤0.01% 1784

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

Global Retirement Partners's MTBA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 1,098 shares worth $53.9K. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MTBA as recently as Q4 2025.

Global Retirement Partners first reported a position in MTBA in Q2 2025 and has held it in 4 quarters since. The position peaked at $85.2K in Q3 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Global Retirement Partners held 1,098 shares of Simplify MBS ETF worth $53.9K as of Q2 2026.
  • Simplify MBS ETF was a new Global Retirement Partners position in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2473 holding.
  • Global Retirement Partners first reported a position in Simplify MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Simplify MBS ETF position peaked at $85.2K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.