Mather Group
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
Q3 		$309K Buy
6,613
+767
+13% +$37.1K ﹤0.01% 667
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

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Mather Group's MTBA Position: Q3 2026 in Review

Mather Group increased its Simplify MBS ETF (MTBA) stake by 13% in Q3 2026, buying an estimated $37.1K and bringing the position to 6,613 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Mather Group first reported a position in MTBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $420K in Q1 2026. 30 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Mather Group held 6,613 shares of Simplify MBS ETF worth $309K as of Q3 2026.
  • Mather Group bought 767 Simplify MBS ETF shares in Q3 2026, an estimated $37.1K.
  • Simplify MBS ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #667 holding.
  • Mather Group first reported a position in Simplify MBS ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Simplify MBS ETF position peaked at $420K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.