MG
MTBA icon

Mather Group’s Simplify MBS ETF MTBA Stock Holding History

Mather Group’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 		$287K Sell
5,846
-2,645
-31% -$131K ﹤0.01% 689
2026
Q1 		$420K Buy
+8,491
New +$427K ﹤0.01% 536

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

Mather Group's MTBA Position: Q2 2026 in Review

Mather Group reduced its Simplify MBS ETF (MTBA) stake by 31% in Q2 2026, selling an estimated $131K and leaving 5,846 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Mather Group first reported a position in MTBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $420K in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Mather Group held 5,846 shares of Simplify MBS ETF worth $287K as of Q2 2026.
  • Mather Group sold 2,645 Simplify MBS ETF shares in Q2 2026, an estimated $131K.
  • Simplify MBS ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #689 holding.
  • Mather Group first reported a position in Simplify MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Simplify MBS ETF position peaked at $420K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.