Simplify MBS ETF (NYSEARCA:MTBA) Shares Purchased by Steward Partners Investment Advisory LLC

Posted by Defense World Staff on Mar 16th, 2025

Steward Partners Investment Advisory LLC lifted its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 98.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,118 shares of the company’s stock after buying an additional 2,046 shares during the period. Steward Partners Investment Advisory LLC’s holdings in Simplify MBS ETF were worth $205,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in MTBA. Investors Research Corp acquired a new position in Simplify MBS ETF during the 3rd quarter worth $46,000. Webster Bank N. A. acquired a new position in Simplify MBS ETF during the 4th quarter worth $50,000. Citizens National Bank Trust Department acquired a new stake in Simplify MBS ETF in the fourth quarter worth about $60,000. Endeavor Private Wealth Inc. acquired a new stake in Simplify MBS ETF in the fourth quarter worth about $130,000. Finally, Principal Securities Inc. lifted its holdings in Simplify MBS ETF by 16.6% in the fourth quarter. Principal Securities Inc. now owns 4,103 shares of the company’s stock worth $204,000 after purchasing an additional 584 shares during the period.

Simplify MBS ETF Stock Down 0.1 %

MTBA stock opened at $50.19 on Friday. The company has a 50-day simple moving average of $49.87 and a 200 day simple moving average of $50.39. Simplify MBS ETF has a fifty-two week low of $49.10 and a fifty-two week high of $51.97.

Simplify MBS ETF Announces Dividend

The company also recently declared a dividend, which was paid on Friday, February 28th. Investors of record on Tuesday, February 25th were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, February 25th.

Simplify MBS ETF Profile

(Free Report)

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.