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Webster Bank’s Simplify MBS ETF MTBA Stock Holding History

Webster Bank’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 		$49.1K Hold
1,000
– – ﹤0.01% 385
2026
Q1 		$49.5K Hold
1,000
– – ﹤0.01% 390
2025
Q4 		$50.4K Hold
1,000
– – ﹤0.01% 367
2025
Q3 		$50.4K Hold
1,000
– – ﹤0.01% 363
2025
Q2 		$50.1K Hold
1,000
– – 0.01% 360
2025
Q1 		$50.1K Hold
1,000
– – 0.01% 350
2024
Q4 		$49.7K Buy
+1,000
New +$50.4K 0.01% 352

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

Webster Bank's MTBA Position: Q2 2026 in Review

Webster Bank held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 1,000 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Webster Bank first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.4K in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Webster Bank held 1,000 shares of Simplify MBS ETF worth $49.1K as of Q2 2026.
  • Webster Bank left its Simplify MBS ETF share count unchanged in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #385 holding.
  • Webster Bank first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Webster Bank's Simplify MBS ETF position peaked at $50.4K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.