Schroder Investment Management Group
MTBA icon

Schroder Investment Management Group’s Simplify MBS ETF MTBA Stock Holding History

Schroder Investment Management Group’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 		– Sell
-18,651
Closed -$941K – 1232
2025
Q4 		$941K Buy
18,651
+10,251
+122% +$517K ﹤0.01% 994
2025
Q3 		$423K Sell
8,400
-6,929
-45% -$348K ﹤0.01% 1099
2025
Q2 		$768K Buy
15,329
+859
+6% +$42.8K ﹤0.01% 1029
2025
Q1 		$725K Sell
14,470
-13,512
-48% -$675K ﹤0.01% 1041
2024
Q4 		$1.39M Buy
27,982
+2,371
+9% +$119K ﹤0.01% 968
2024
Q3 		$1.32M Buy
25,611
+1,495
+6% +$76.6K ﹤0.01% 1000
2024
Q2 		$1.21M Buy
24,116
+9,829
+69% +$495K ﹤0.01% 995
2024
Q1 		$727K Buy
+14,287
New +$730K ﹤0.01% 1068

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $1.47B AUM 18.73% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 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

Schroder Investment Management Group's MTBA Position: Q1 2026 in Review

Schroder Investment Management Group sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 18,651 shares — an estimated $941K sold.

Schroder Investment Management Group first reported a position in MTBA in Q1 2024 and held it in 8 quarters. The position peaked at $1.39M in Q4 2024. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Schroder Investment Management Group reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Schroder Investment Management Group sold 18,651 Simplify MBS ETF shares in Q1 2026, an estimated $941K.
  • Schroder Investment Management Group first reported a position in Simplify MBS ETF in Q1 2024 and held it in 8 quarters.
  • Schroder Investment Management Group's Simplify MBS ETF position peaked at $1.39M in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.