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Sanctuary Advisors’s Simplify MBS ETF MTBA Stock Holding History

Sanctuary Advisors’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 		$9.56M Buy
194,820
+34,918
+22% +$1.72M 0.04% 416
2026
Q1 		$7.91M Buy
159,902
+6,424
+4% +$323K 0.04% 432
2025
Q4 		$7.74M Buy
153,478
+7,583
+5% +$383K 0.04% 426
2025
Q3 		$7.35M Buy
145,895
+10,221
+8% +$513K 0.04% 416
2025
Q2 		$6.8M Buy
135,674
+6,831
+5% +$340K 0.04% 416
2025
Q1 		$6.46M Sell
128,843
-17,940
-12% -$896K 0.05% 407
2024
Q4 		$7.3M Buy
146,783
+28,710
+24% +$1.45M 0.05% 399
2024
Q3 		$5.92M Buy
+118,073
New +$6.05M 0.04% 454

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

Sanctuary Advisors's MTBA Position: Q2 2026 in Review

Sanctuary Advisors increased its Simplify MBS ETF (MTBA) stake by 22% in Q2 2026, buying an estimated $1.72M and bringing the position to 194,820 shares worth $9.56M. The position accounts for 0.04% of the portfolio, ranked #416.

Sanctuary Advisors first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Sanctuary Advisors held 194,820 shares of Simplify MBS ETF worth $9.56M as of Q2 2026.
  • Sanctuary Advisors bought 34,918 Simplify MBS ETF shares in Q2 2026, an estimated $1.72M.
  • Simplify MBS ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #416 holding.
  • Sanctuary Advisors first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.