Simplify MBS ETF $MTBA Stock: Mosley Wealth Management Increases Stake

Mosley Wealth Management increased its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 74.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,081 shares of the company’s stock after buying an additional 16,268 shares during the quarter. Mosley Wealth Management owned 0.19% of Simplify MBS ETF worth $1,803,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of MTBA. Founders Financial Securities LLC boosted its holdings in Simplify MBS ETF by 4.5% during the 1st quarter. Founders Financial Securities LLC now owns 5,708 shares of the company’s stock worth $284,000 after acquiring an additional 246 shares during the last quarter. Longview Financial Advisors Inc. raised its holdings in shares of Simplify MBS ETF by 1.1% in the first quarter. Longview Financial Advisors Inc. now owns 24,323 shares of the company’s stock valued at $1,203,000 after purchasing an additional 260 shares during the last quarter. Cambridge Advisors Inc. raised its holdings in shares of Simplify MBS ETF by 1.9% in the first quarter. Cambridge Advisors Inc. now owns 19,506 shares of the company’s stock valued at $965,000 after purchasing an additional 363 shares during the last quarter. Continuum Advisory LLC raised its holdings in shares of Simplify MBS ETF by 1.5% in the second quarter. Continuum Advisory LLC now owns 26,996 shares of the company’s stock valued at $1,325,000 after purchasing an additional 398 shares during the last quarter. Finally, Anchor Investment Management LLC lifted its position in shares of Simplify MBS ETF by 1.1% during the first quarter. Anchor Investment Management LLC now owns 52,716 shares of the company’s stock valued at $2,607,000 after purchasing an additional 554 shares in the last quarter.

Simplify MBS ETF Price Performance

Shares of MTBA remained flat at $47.34 during trading hours on Friday. 160,643 shares of the company were exchanged, compared to its average volume of 243,962. Simplify MBS ETF has a one year low of $46.53 and a one year high of $50.80. The stock has a 50 day moving average price of $47.83 and a two-hundred day moving average price of $48.71.

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.