LWM
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Lifetime Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Lifetime 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
2026
Q2 		$2.85M Sell
58,054
-2,175
-4% -$107K 1.66% 18
2026
Q1 		$2.98M Buy
60,229
+6,527
+12% +$328K 1.69% 19
2025
Q4 		$2.71M Buy
+53,702
New +$2.71M 1.7% 19

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Lifetime Wealth Management's MTBA Position: Q2 2026 in Review

Lifetime Wealth Management reduced its Simplify MBS ETF (MTBA) stake by 3.6% in Q2 2026, selling an estimated $107K and leaving 58,054 shares worth $2.85M. The position accounts for 1.66% of the portfolio, ranked #18.

Lifetime Wealth Management first reported a position in MTBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.98M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Lifetime Wealth Management held 58,054 shares of Simplify MBS ETF worth $2.85M as of Q2 2026.
  • Lifetime Wealth Management sold 2,175 Simplify MBS ETF shares in Q2 2026, an estimated $107K.
  • Simplify MBS ETF made up 1.66% of Lifetime Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Lifetime Wealth Management first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Simplify MBS ETF position peaked at $2.98M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.