Bar Harbor Wealth Management Has $8.47 Million Stock Holdings in Simplify MBS ETF (NYSEARCA:MTBA)

Bar Harbor Wealth Management increased its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 238.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 170,519 shares of the company’s stock after purchasing an additional 120,150 shares during the quarter. Bar Harbor Wealth Management owned 1.31% of Simplify MBS ETF worth $8,473,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the stock. First National Bank Sioux Falls bought a new position in shares of Simplify MBS ETF during the fourth quarter worth about $298,000. Wedmont Private Capital acquired a new stake in shares of Simplify MBS ETF in the fourth quarter valued at approximately $263,000. Brookstone Capital Management bought a new stake in shares of Simplify MBS ETF in the fourth quarter worth $837,000. Aprio Wealth Management LLC boosted its holdings in Simplify MBS ETF by 16.9% during the fourth quarter. Aprio Wealth Management LLC now owns 207,086 shares of the company’s stock worth $10,290,000 after purchasing an additional 29,872 shares during the last quarter. Finally, Private Client Services LLC grew its position in Simplify MBS ETF by 4.1% in the fourth quarter. Private Client Services LLC now owns 49,393 shares of the company’s stock valued at $2,454,000 after purchasing an additional 1,927 shares in the last quarter.

Simplify MBS ETF Stock Down 0.2 %

MTBA stock traded down $0.08 during midday trading on Monday, hitting $49.14. The company’s stock had a trading volume of 193,178 shares, compared to its average volume of 189,673. The company’s fifty day moving average price is $50.03 and its 200 day moving average price is $50.72. Simplify MBS ETF has a twelve month low of $49.10 and a twelve month high of $51.97.

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.