Heck Capital Advisors LLC Lowers Stock Position in Simplify MBS ETF $MTBA

Heck Capital Advisors LLC decreased its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 36.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 148,696 shares of the company’s stock after selling 84,946 shares during the period. Heck Capital Advisors LLC’s holdings in Simplify MBS ETF were worth $7,496,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Tradewinds Capital Management LLC acquired a new stake in shares of Simplify MBS ETF in the 4th quarter valued at approximately $50,000. Global Retirement Partners LLC grew its holdings in Simplify MBS ETF by 73.5% during the third quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock worth $85,000 after acquiring an additional 717 shares during the period. Raymond James Financial Inc. purchased a new position in Simplify MBS ETF in the second quarter worth $111,000. Farther Finance Advisors LLC raised its position in Simplify MBS ETF by 169.8% in the third quarter. Farther Finance Advisors LLC now owns 3,135 shares of the company’s stock worth $158,000 after acquiring an additional 1,973 shares in the last quarter. Finally, BAM Wealth Management LLC acquired a new stake in Simplify MBS ETF in the third quarter valued at $218,000.

Simplify MBS ETF Stock Performance

Shares of NYSEARCA MTBA opened at $49.56 on Friday. Simplify MBS ETF has a one year low of $48.90 and a one year high of $50.88. The company’s fifty day moving average is $50.18 and its two-hundred day moving average is $50.39.

Simplify MBS ETF Dividend Announcement

The business also recently disclosed a monthly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 24th were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a c) dividend on an annualized basis and a yield of 6.1%.

Simplify MBS ETF Company 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.