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Independent Advisor Alliance’s Simplify MBS ETF MTBA Stock Holding History

Independent Advisor Alliance’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
Q1 		$5.31M Buy
107,350
+103,010
+2,374% +$5.18M 0.06% 302
2025
Q4 		$219K Buy
+4,340
New +$219K 0.01% 909
2025
Q1 		– Sell
-93,330
Closed -$4.64M – 1161
2024
Q4 		$4.64M Buy
+93,330
New +$4.7M 0.06% 285

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's MTBA Position: Q1 2026 in Review

Independent Advisor Alliance increased its Simplify MBS ETF (MTBA) stake by 2,374% in Q1 2026, buying an estimated $5.18M and bringing the position to 107,350 shares worth $5.31M. The position accounts for 0.06% of the portfolio, ranked #302.

Independent Advisor Alliance first reported a position in MTBA in Q4 2024 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Independent Advisor Alliance held 107,350 shares of Simplify MBS ETF worth $5.31M as of Q1 2026.
  • Independent Advisor Alliance bought 103,010 Simplify MBS ETF shares in Q1 2026, an estimated $5.18M.
  • Simplify MBS ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #302 holding.
  • Independent Advisor Alliance first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.