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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

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

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. 150 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.
  • 150 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.