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MTBA icon

SignatureFD’s Simplify MBS ETF MTBA Stock Holding History

SignatureFD’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 		$37 Hold
1
– – ﹤0.01% 3468
2026
Q1 		$37 Sell
1
-100
-99% -$5.03K ﹤0.01% 3422
2025
Q4 		$5.08K Buy
101
+100
+10,000% +$5.05K ﹤0.01% 2684
2025
Q3 		$38 Buy
+1
New +$50 ﹤0.01% 3337

Other funds holding MTBA

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SignatureFD's MTBA Position: Q2 2026 in Review

SignatureFD held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

SignatureFD first reported a position in MTBA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.08K in Q4 2025. 42 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • SignatureFD held 1 share of Simplify MBS ETF worth $37 as of Q2 2026.
  • SignatureFD left its Simplify MBS ETF share count unchanged in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3468 holding.
  • SignatureFD first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • SignatureFD's Simplify MBS ETF position peaked at $5.08K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.