Simplify MBS ETF $MTBA Shares Acquired by Edge Wealth Management LLC

Edge Wealth Management LLC raised its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 211.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,000,038 shares of the company’s stock after purchasing an additional 678,832 shares during the quarter. Simplify MBS ETF accounts for about 8.9% of Edge Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. Edge Wealth Management LLC’s holdings in Simplify MBS ETF were worth $50,412,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of MTBA. Envestnet Asset Management Inc. boosted its position in shares of Simplify MBS ETF by 7.2% during the third quarter. Envestnet Asset Management Inc. now owns 2,117,637 shares of the company’s stock valued at $106,623,000 after buying an additional 141,545 shares during the last quarter. MML Investors Services LLC raised its position in Simplify MBS ETF by 5.5% in the 2nd quarter. MML Investors Services LLC now owns 1,508,448 shares of the company’s stock valued at $75,558,000 after buying an additional 79,232 shares during the last quarter. Evergreen Capital Management LLC raised its position in Simplify MBS ETF by 1.4% in the 2nd quarter. Evergreen Capital Management LLC now owns 1,073,502 shares of the company’s stock valued at $53,772,000 after buying an additional 14,635 shares during the last quarter. Watchman Group Inc. lifted its stake in Simplify MBS ETF by 5.1% during the 3rd quarter. Watchman Group Inc. now owns 780,454 shares of the company’s stock valued at $39,296,000 after acquiring an additional 37,940 shares in the last quarter. Finally, CreativeOne Wealth LLC lifted its stake in Simplify MBS ETF by 1,841.0% during the 3rd quarter. CreativeOne Wealth LLC now owns 613,270 shares of the company’s stock valued at $30,878,000 after acquiring an additional 581,675 shares in the last quarter.

Simplify MBS ETF Stock Up 0.3%

MTBA opened at $49.62 on Thursday. Simplify MBS ETF has a 1 year low of $49.16 and a 1 year high of $50.88. The firm’s fifty day moving average price is $50.33 and its two-hundred day moving average price is $50.44.

Simplify MBS ETF Dividend Announcement

The company also recently declared 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 was Tuesday, February 24th. This represents a c) annualized dividend and a yield of 6.0%.

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.