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Osbon Capital Management’s Simplify MBS ETF MTBA Stock Holding History

Osbon Capital 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 		– Sell
-4,766
Closed -$236K – 481
2026
Q1 		$236K Buy
+4,766
New +$240K 0.19% 63

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Osbon Capital Management's MTBA Position: Q2 2026 in Review

Osbon Capital Management sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 4,766 shares — an estimated $236K sold.

Osbon Capital Management first reported a position in MTBA in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Osbon Capital Management reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 4,766 Simplify MBS ETF shares in Q2 2026, an estimated $236K.
  • Osbon Capital Management first reported a position in Simplify MBS ETF in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Simplify MBS ETF position peaked at $236K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.