Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Simplify MBS ETF MTBA Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-9,980
Closed -$503K – 1002
2025
Q3 		$503K Hold
9,980
– – ﹤0.01% 1032
2025
Q2 		$500K Hold
9,980
– – ﹤0.01% 972
2025
Q1 		$500K Hold
9,980
– – ﹤0.01% 905
2024
Q4 		$496K Buy
+9,980
New +$503K ﹤0.01% 891

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Kovitz Investment Group Partners's MTBA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Simplify MBS ETF (MTBA) in Q4 2025, closing a stake of 9,980 shares — an estimated $503K sold.

Kovitz Investment Group Partners first reported a position in MTBA in Q4 2024 and held it in 4 quarters. The position peaked at $503K in Q3 2025. 158 funds tracked by Wall St. Rank hold MTBA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Simplify MBS ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,980 Simplify MBS ETF shares in Q4 2025, an estimated $503K.
  • Kovitz Investment Group Partners first reported a position in Simplify MBS ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Simplify MBS ETF position peaked at $503K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.