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LHM Inc’s Simplify MBS ETF MTBA Stock Holding History

LHM Inc’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
-151,300
Closed -$7.59M – 23
2025
Q1 		$7.59M Sell
151,300
-23,135
-13% -$1.16M 2.51% 11
2024
Q4 		$8.67M Buy
174,435
+39,000
+29% +$1.96M 2.76% 8
2024
Q3 		$6.97M Buy
+135,435
New +$6.94M 2.19% 9

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 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 $1.21B AUM 13.04% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

LHM Inc's MTBA Position: Q2 2025 in Review

LHM Inc sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 151,300 shares — an estimated $7.59M sold.

LHM Inc first reported a position in MTBA in Q3 2024 and held it in 3 quarters. The position peaked at $8.67M in Q4 2024. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • LHM Inc reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • LHM Inc sold 151,300 Simplify MBS ETF shares in Q2 2025, an estimated $7.59M.
  • LHM Inc first reported a position in Simplify MBS ETF in Q3 2024 and held it in 3 quarters.
  • LHM Inc's Simplify MBS ETF position peaked at $8.67M in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on LHM Inc's 13F filing for Q2 2025, filed 14 Aug 2025.