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
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

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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's MTBA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Simplify MBS ETF (MTBA) position steady in Q1 2026 at 174 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Northwestern Mutual Wealth Management first reported a position in MTBA in Q3 2025 and has held it in 3 quarters since. The position peaked at $19K in Q3 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Northwestern Mutual Wealth Management held 174 shares of Simplify MBS ETF worth $8.61K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Simplify MBS ETF share count unchanged in Q1 2026.
  • Simplify MBS ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3117 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 3 quarters since.
  • Northwestern Mutual Wealth Management's Simplify MBS ETF position peaked at $19K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.