Nwam LLC Trims Position in Simplify MBS ETF $MTBA

Nwam LLC reduced its position in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 8.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 139,802 shares of the company’s stock after selling 12,180 shares during the quarter. Nwam LLC owned 0.45% of Simplify MBS ETF worth $7,096,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Allworth Financial LP bought a new stake in Simplify MBS ETF during the second quarter valued at approximately $26,000. Huntington National Bank increased its stake in shares of Simplify MBS ETF by 29.3% in the 2nd quarter. Huntington National Bank now owns 1,078 shares of the company’s stock worth $54,000 after purchasing an additional 244 shares in the last quarter. Farther Finance Advisors LLC raised its holdings in Simplify MBS ETF by 59.8% in the 2nd quarter. Farther Finance Advisors LLC now owns 1,162 shares of the company’s stock worth $58,000 after purchasing an additional 435 shares during the period. Thurston Springer Miller Herd & Titak Inc. grew its stake in shares of Simplify MBS ETF by 37.0% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,245 shares of the company’s stock valued at $62,000 after acquiring an additional 336 shares during the period. Finally, Global Retirement Partners LLC increased its stake in shares of Simplify MBS ETF by 73.5% in the third quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock worth $85,000 after purchasing an additional 717 shares in the last quarter.

Simplify MBS ETF Stock Performance

Shares of Simplify MBS ETF stock opened at $50.63 on Friday. Simplify MBS ETF has a 52 week low of $49.16 and a 52 week high of $50.88. The stock’s 50-day simple moving average is $50.45 and its 200-day simple moving average is $50.35.

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.