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MassMutual Private Wealth & Trust’s Simplify MBS ETF MTBA Stock Holding History

MassMutual Private Wealth & Trust’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
-97
Closed -$4.86K – 2446
2025
Q1 		$4.86K Buy
+97
New +$4.84K ﹤0.01% 1619
2024
Q4 		– Sell
-104
Closed -$5.35K – 2339
2024
Q3 		$5.35K Buy
+104
New +$5.33K ﹤0.01% 1355

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 $4.62B AUM 25.58% 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 $413M AUM 16.38% 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 $1.83B AUM 18.24% 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

MassMutual Private Wealth & Trust's MTBA Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 97 shares — an estimated $4.86K sold.

MassMutual Private Wealth & Trust first reported a position in MTBA in Q3 2024 and held it in 2 quarters. The position peaked at $5.35K in Q3 2024. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • MassMutual Private Wealth & Trust reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 97 Simplify MBS ETF shares in Q2 2025, an estimated $4.86K.
  • MassMutual Private Wealth & Trust first reported a position in Simplify MBS ETF in Q3 2024 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Simplify MBS ETF position peaked at $5.35K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.