Private Client Services LLC boosted its holdings in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 4.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 49,393 shares of the company’s stock after purchasing an additional 1,927 shares during the quarter. Simplify MBS ETF makes up 1.3% of Private Client Services LLC’s portfolio, making the stock its 19th biggest holding. Private Client Services LLC owned approximately 0.38% of Simplify MBS ETF worth $2,454,000 as of its most recent SEC filing.
Several other large investors have also recently added to or reduced their stakes in MTBA. Investors Research Corp purchased a new stake in shares of Simplify MBS ETF during the 3rd quarter valued at $46,000. Ables Iannone Moore & Associates Inc. purchased a new stake in Simplify MBS ETF during the third quarter valued at about $212,000. Straight Path Wealth Management grew its holdings in shares of Simplify MBS ETF by 22.6% during the 2nd quarter. Straight Path Wealth Management now owns 5,160 shares of the company’s stock worth $260,000 after purchasing an additional 950 shares during the period. PFG Investments LLC acquired a new stake in Simplify MBS ETF during the 3rd quarter worth approximately $325,000. Finally, Integrated Wealth Concepts LLC raised its holdings in Simplify MBS ETF by 15.4% in the third quarter. Integrated Wealth Concepts LLC now owns 8,621 shares of the company’s stock valued at $444,000 after buying an additional 1,148 shares during the period.
Simplify MBS ETF Trading Down 0.0 %
Shares of MTBA traded down $0.02 during midday trading on Wednesday, reaching $49.46. 105,023 shares of the company were exchanged, compared to its average volume of 148,217. The stock has a 50-day moving average price of $50.07 and a 200-day moving average price of $50.75. Simplify MBS ETF has a 1-year low of $49.38 and a 1-year 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.
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