Morgan Stanley
MTBA icon

Morgan Stanley’s Simplify MBS ETF MTBA Stock Holding History

Morgan Stanley’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 		$1.13M Buy
23,046
+274
+1% +$13.5K ﹤0.01% 5152
2026
Q1 		$1.13M Sell
22,772
-8,590
-27% -$432K ﹤0.01% 5073
2025
Q4 		$1.58M Buy
31,362
+15,226
+94% +$769K ﹤0.01% 4952
2025
Q3 		$812K Buy
16,136
+2,724
+20% +$137K ﹤0.01% 5268
2025
Q2 		$672K Buy
13,412
+1,431
+12% +$71.3K ﹤0.01% 5318
2025
Q1 		$601K Buy
11,981
+3,821
+47% +$191K ﹤0.01% 5253
2024
Q4 		$405K Buy
8,160
+5,047
+162% +$254K ﹤0.01% 5508
2024
Q3 		$160K Buy
3,113
+1,448
+87% +$74.2K ﹤0.01% 5832
2024
Q2 		$83.8K Hold
1,665
– – ﹤0.01% 6022
2024
Q1 		$84.8K Sell
1,665
-1,665
-50% -$85K ﹤0.01% 6057
2023
Q4 		$172K Buy
+3,330
New +$170K ﹤0.01% 5998

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

Morgan Stanley's MTBA Position: Q2 2026 in Review

Morgan Stanley increased its Simplify MBS ETF (MTBA) stake by 1.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 23,046 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #5152.

Morgan Stanley first reported a position in MTBA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Morgan Stanley held 23,046 shares of Simplify MBS ETF worth $1.13M as of Q2 2026.
  • Morgan Stanley bought 274 Simplify MBS ETF shares in Q2 2026, an estimated $13.5K.
  • Simplify MBS ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5152 holding.
  • Morgan Stanley first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Simplify MBS ETF position peaked at $1.58M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.