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Triad Investment Management’s Simplify MBS ETF MTBA Stock Holding History

Triad Investment 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 		– Sell
-51,829
Closed -$2.56M – 37
2026
Q1 		$2.56M Buy
51,829
+20
+0% +$1.01K 3.03% 16
2025
Q4 		$2.61M Buy
+51,809
New +$2.62M 2.65% 18

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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Triad Investment Management's MTBA Position: Q2 2026 in Review

Triad Investment Management sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 51,829 shares — an estimated $2.56M sold.

Triad Investment Management first reported a position in MTBA in Q4 2025 and held it in 2 quarters. The position peaked at $2.61M in Q4 2025. 65 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Triad Investment Management reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Investment Management sold 51,829 Simplify MBS ETF shares in Q2 2026, an estimated $2.56M.
  • Triad Investment Management first reported a position in Simplify MBS ETF in Q4 2025 and held it in 2 quarters.
  • Triad Investment Management's Simplify MBS ETF position peaked at $2.61M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.