IHWM
MTBA icon

Iron Horse Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		– Sell
-70
Closed -$3.51K – 627
2025
Q1 		$3.51K Buy
+70
New +$3.5K ﹤0.01% 403

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Iron Horse Wealth Management's MTBA Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 70 shares — an estimated $3.51K sold.

Iron Horse Wealth Management first reported a position in MTBA in Q1 2025 and held it in 1 quarter. The position peaked at $3.51K in Q1 2025. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 70 Simplify MBS ETF shares in Q2 2025, an estimated $3.51K.
  • Iron Horse Wealth Management first reported a position in Simplify MBS ETF in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Simplify MBS ETF position peaked at $3.51K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.