Watchman Group Inc. Buys 46,655 Shares of Simplify MBS ETF $MTBA

Watchman Group Inc. lifted its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 5.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 877,875 shares of the company’s stock after buying an additional 46,655 shares during the period. Simplify MBS ETF makes up 10.5% of Watchman Group Inc.’s portfolio, making the stock its biggest position. Watchman Group Inc.’s holdings in Simplify MBS ETF were worth $43,420,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Steinberganna Wealth Management raised its holdings in shares of Simplify MBS ETF by 1.8% during the 4th quarter. Steinberganna Wealth Management now owns 12,601 shares of the company’s stock valued at $635,000 after buying an additional 221 shares during the period. Founders Financial Securities LLC boosted its holdings in Simplify MBS ETF by 4.5% in the 1st quarter. Founders Financial Securities LLC now owns 5,708 shares of the company’s stock worth $284,000 after acquiring an additional 246 shares during the period. Longview Financial Advisors Inc. boosted its holdings in Simplify MBS ETF by 1.2% in the 4th quarter. Longview Financial Advisors Inc. now owns 24,063 shares of the company’s stock worth $1,213,000 after acquiring an additional 279 shares during the period. Osaic Holdings Inc. boosted its holdings in Simplify MBS ETF by 1.9% in the 2nd quarter. Osaic Holdings Inc. now owns 18,113 shares of the company’s stock worth $907,000 after acquiring an additional 343 shares during the period. Finally, Cambridge Advisors Inc. grew its position in Simplify MBS ETF by 1.9% in the first quarter. Cambridge Advisors Inc. now owns 19,506 shares of the company’s stock valued at $965,000 after acquiring an additional 363 shares in the last quarter.

Simplify MBS ETF Trading Up 0.4%

MTBA opened at $49.37 on Thursday. The firm’s 50 day moving average is $49.30 and its 200-day moving average is $49.92. Simplify MBS ETF has a 52-week low of $48.67 and a 52-week high of $50.88.

About Simplify MBS ETF

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.