Nwam LLC Trims Stock Position in Simplify MBS ETF $MTBA

Nwam LLC decreased its position in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 8.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,802 shares of the company’s stock after selling 12,180 shares during the quarter. Nwam LLC’s holdings in Simplify MBS ETF were worth $7,096,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Huntington National Bank boosted its position in Simplify MBS ETF by 29.3% during the 2nd quarter. Huntington National Bank now owns 1,078 shares of the company’s stock valued at $54,000 after acquiring an additional 244 shares in the last quarter. Cambridge Advisors Inc. boosted its position in Simplify MBS ETF by 1.6% during the third quarter. Cambridge Advisors Inc. now owns 16,667 shares of the company’s stock valued at $839,000 after purchasing an additional 258 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its stake in Simplify MBS ETF by 37.0% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,245 shares of the company’s stock valued at $62,000 after purchasing an additional 336 shares during the last quarter. Osaic Holdings Inc. raised its holdings in Simplify MBS ETF by 1.9% in the second quarter. Osaic Holdings Inc. now owns 18,113 shares of the company’s stock worth $907,000 after purchasing an additional 343 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its position in shares of Simplify MBS ETF by 59.8% during the second quarter. Farther Finance Advisors LLC now owns 1,162 shares of the company’s stock valued at $58,000 after buying an additional 435 shares during the last quarter.

Simplify MBS ETF Stock Down 0.0%

Shares of MTBA stock opened at $50.63 on Friday. Simplify MBS ETF has a 12-month low of $49.16 and a 12-month high of $50.88. The business’s fifty day simple moving average is $50.45 and its 200-day simple moving average is $50.35.

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.