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Thurston Springer Miller Herd & Titak’s Simplify MBS ETF MTBA Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$1.03K Hold
21
– – ﹤0.01% 1169
2026
Q1 		$1.04K Hold
21
– – ﹤0.01% 1247
2025
Q4 		$1.06K Buy
+21
New +$1.06K ﹤0.01% 1283
2025
Q3 		– Sell
-1,245
Closed -$62.4K – 1063
2025
Q2 		$62.4K Buy
1,245
+336
+37% +$16.7K 0.01% 611
2025
Q1 		$45.6K Buy
+909
New +$45.4K 0.01% 656

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

Thurston Springer Miller Herd & Titak's MTBA Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 21 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Thurston Springer Miller Herd & Titak first reported a position in MTBA in Q1 2025 and has held it in 5 quarters since. The position peaked at $62.4K in Q2 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 21 shares of Simplify MBS ETF worth $1.03K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its Simplify MBS ETF share count unchanged in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #1169 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Simplify MBS ETF in Q1 2025 and has held it in 5 quarters since.
  • Thurston Springer Miller Herd & Titak's Simplify MBS ETF position peaked at $62.4K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.