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Seelaus Asset Management’s Simplify MBS ETF MTBA Stock Holding History

Seelaus Asset 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 		$250K Sell
5,093
-385
-7% -$19K 0.18% 163
2026
Q1 		$271K Buy
5,478
+156
+3% +$7.84K 0.2% 149
2025
Q4 		$268K Buy
5,322
+435
+9% +$22K 0.21% 134
2025
Q3 		$246K Buy
+4,887
New +$245K 0.2% 144

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
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
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Seelaus Asset Management's MTBA Position: Q2 2026 in Review

Seelaus Asset Management reduced its Simplify MBS ETF (MTBA) stake by 7% in Q2 2026, selling an estimated $19K and leaving 5,093 shares worth $250K. The position accounts for 0.18% of the portfolio, ranked #163.

Seelaus Asset Management first reported a position in MTBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q1 2026. 91 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Seelaus Asset Management held 5,093 shares of Simplify MBS ETF worth $250K as of Q2 2026.
  • Seelaus Asset Management sold 385 Simplify MBS ETF shares in Q2 2026, an estimated $19K.
  • Simplify MBS ETF made up 0.18% of Seelaus Asset Management's portfolio in Q2 2026, its #163 holding.
  • Seelaus Asset Management first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • Seelaus Asset Management's Simplify MBS ETF position peaked at $271K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.