Hegarty Advisors
MTBA icon

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
Q3 		$929K Sell
19,863
-874
-4% -$42.3K 0.57% 33
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

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Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Hegarty Advisors's MTBA Position: Q3 2026 in Review

Hegarty Advisors reduced its Simplify MBS ETF (MTBA) stake by 4.2% in Q3 2026, selling an estimated $42.3K and leaving 19,863 shares worth $929K. The position accounts for 0.57% of the portfolio, ranked #33.

Hegarty Advisors first reported a position in MTBA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 83 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Hegarty Advisors held 19,863 shares of Simplify MBS ETF worth $929K as of Q3 2026.
  • Hegarty Advisors sold 874 Simplify MBS ETF shares in Q3 2026, an estimated $42.3K.
  • Simplify MBS ETF made up 0.57% of Hegarty Advisors's portfolio in Q3 2026, its #33 holding.
  • Hegarty Advisors first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 4 quarters since.
  • Hegarty Advisors's Simplify MBS ETF position peaked at $1.09M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.