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Hegarty Advisors’s Simplify MBS ETF MTBA Stock Holding History

Hegarty 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 		$1.02M Sell
20,737
-1,270
-6% -$62.7K 0.7% 30
2026
Q1 		$1.09M Buy
22,007
+15,135
+220% +$761K 0.86% 29
2025
Q4 		$346K Buy
+6,872
New +$347K 0.3% 43

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
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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Hegarty Advisors's MTBA Position: Q2 2026 in Review

Hegarty Advisors reduced its Simplify MBS ETF (MTBA) stake by 5.8% in Q2 2026, selling an estimated $62.7K and leaving 20,737 shares worth $1.02M. The position accounts for 0.7% of the portfolio, ranked #30.

Hegarty Advisors first reported a position in MTBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 96 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Hegarty Advisors held 20,737 shares of Simplify MBS ETF worth $1.02M as of Q2 2026.
  • Hegarty Advisors sold 1,270 Simplify MBS ETF shares in Q2 2026, an estimated $62.7K.
  • Simplify MBS ETF made up 0.7% of Hegarty Advisors's portfolio in Q2 2026, its #30 holding.
  • Hegarty Advisors first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Hegarty Advisors's Simplify MBS ETF position peaked at $1.09M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.