Simplify MBS ETF $MTBA Stock: WealthPlan Investment Management LLC Raises Holdings

WealthPlan Investment Management LLC boosted its position in Simplify MBS ETF (NYSEARCA:MTBA) by 9.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 299,214 shares of the company’s stock after buying an additional 26,102 shares during the period. WealthPlan Investment Management LLC owned approximately 1.49% of Simplify MBS ETF worth $13,991,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Realta Investment Advisors bought a new position in Simplify MBS ETF in the first quarter worth approximately $168,000. Rockefeller Capital Management L.P. increased its holdings in shares of Simplify MBS ETF by 275.0% during the fourth quarter. Rockefeller Capital Management L.P. now owns 3,750 shares of the company’s stock valued at $189,000 after acquiring an additional 2,750 shares in the last quarter. Founders Financial Securities LLC increased its holdings in shares of Simplify MBS ETF by 4.5% during the first quarter. Founders Financial Securities LLC now owns 5,708 shares of the company’s stock valued at $284,000 after acquiring an additional 246 shares in the last quarter. Trust Point Inc. bought a new stake in shares of Simplify MBS ETF during the second quarter valued at approximately $303,000. Finally, Fifth Third Bancorp acquired a new position in shares of Simplify MBS ETF during the first quarter worth approximately $313,000.

Simplify MBS ETF Price Performance

Shares of MTBA traded up $0.23 during trading hours on Thursday, reaching $47.37. The stock had a trading volume of 146,000 shares, compared to its average volume of 243,541. Simplify MBS ETF has a 12 month low of $46.53 and a 12 month high of $50.80. The firm has a 50-day simple moving average of $47.88 and a 200 day simple moving average of $48.73.

Simplify MBS ETF Profile

The Simplify MBS ETF (MTBA) is an exchange-traded fund that mostly invests in investment grade fixed income. MBTA seeks total return from an actively managed portfolio consisting of investment-grade mortgage-backed securities (MBS). The fund primarily includes residential or commercial MBS issued by government-sponsored entities, as well as non-agency MBS. MTBA was launched on Nov 6, 2023 and is issued by Simplify.