Northwestern Mutual Wealth Management
MTBA icon

Northwestern Mutual Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Northwestern Mutual 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 		$9.13K Buy
186
+12
+7% +$592 ﹤0.01% 3149
2026
Q1 		$8.61K Hold
174
– – ﹤0.01% 3117
2025
Q4 		$8.77K Sell
174
-203
-54% -$10.2K ﹤0.01% 3039
2025
Q3 		$19K Buy
+377
New +$18.9K ﹤0.01% 2695

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Northwestern Mutual Wealth Management's MTBA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Simplify MBS ETF (MTBA) stake by 6.9% in Q2 2026, buying an estimated $592 and bringing the position to 186 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Northwestern Mutual Wealth Management first reported a position in MTBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $19K in Q3 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 186 shares of Simplify MBS ETF worth $9.13K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 12 Simplify MBS ETF shares in Q2 2026, an estimated $592.
  • Simplify MBS ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3149 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's Simplify MBS ETF position peaked at $19K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.