33,887 Shares in Simplify MBS ETF $MTBA Acquired by Private Client Services LLC

Private Client Services LLC bought a new stake in Simplify MBS ETF (NYSEARCA:MTBA) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 33,887 shares of the company’s stock, valued at approximately $1,585,000. Private Client Services LLC owned approximately 0.14% of Simplify MBS ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of MTBA. Tortoise Investment Management LLC boosted its position in shares of Simplify MBS ETF by 2.4% in the 2nd quarter. Tortoise Investment Management LLC now owns 527,409 shares of the company’s stock worth $25,880,000 after purchasing an additional 12,171 shares in the last quarter. Sequoia Financial Advisors LLC purchased a new stake in Simplify MBS ETF in the second quarter valued at about $1,099,000. Tidal Investments LLC raised its stake in Simplify MBS ETF by 12.0% in the second quarter. Tidal Investments LLC now owns 173,768 shares of the company’s stock valued at $8,527,000 after buying an additional 18,674 shares during the last quarter. Edge Wealth Management LLC boosted its holdings in Simplify MBS ETF by 1.8% in the second quarter. Edge Wealth Management LLC now owns 1,090,758 shares of the company’s stock worth $53,523,000 after acquiring an additional 19,399 shares in the last quarter. Finally, Ameritas Advisory Services LLC acquired a new stake in Simplify MBS ETF in the second quarter worth about $1,396,000.

Simplify MBS ETF Price Performance

Shares of MTBA stock traded down $0.06 during trading hours on Friday, reaching $46.81. 215,388 shares of the company’s stock were exchanged, compared to its average volume of 238,748. Simplify MBS ETF has a 1 year low of $46.53 and a 1 year high of $50.80. The stock’s fifty day moving average price is $48.19 and its two-hundred day moving average price is $48.91.

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.