SignatureFD
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
Q3 		$35 Hold
1
– – ﹤0.01% 3514
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hutchinson Capital Management
Hutchinson Capital Management San Rafael, California $612M AUM 12.91% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

SignatureFD's MTBA Position: Q3 2026 in Review

SignatureFD held its Simplify MBS ETF (MTBA) position steady in Q3 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

SignatureFD first reported a position in MTBA in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.08K in Q4 2025. 83 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • SignatureFD held 1 share of Simplify MBS ETF worth $35 as of Q3 2026.
  • SignatureFD left its Simplify MBS ETF share count unchanged in Q3 2026.
  • Simplify MBS ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3514 holding.
  • SignatureFD first reported a position in Simplify MBS ETF in Q3 2025 and has held it in 5 quarters since.
  • SignatureFD's Simplify MBS ETF position peaked at $5.08K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.