Bar Harbor Wealth Management lifted its position in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 238.5% during the 4th quarter, Holdings Channel reports. The firm owned 170,519 shares of the company’s stock after purchasing an additional 120,150 shares during the quarter. Bar Harbor Wealth Management’s holdings in Simplify MBS ETF were worth $8,473,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors also recently modified their holdings of the company. First National Bank Sioux Falls bought a new position in Simplify MBS ETF during the fourth quarter worth about $298,000. Wedmont Private Capital acquired a new stake in shares of Simplify MBS ETF in the fourth quarter valued at approximately $263,000. Brookstone Capital Management bought a new position in shares of Simplify MBS ETF during the 4th quarter worth approximately $837,000. Aprio Wealth Management LLC increased its holdings in shares of Simplify MBS ETF by 16.9% during the 4th quarter. Aprio Wealth Management LLC now owns 207,086 shares of the company’s stock worth $10,290,000 after acquiring an additional 29,872 shares during the last quarter. Finally, Private Client Services LLC raised its stake in Simplify MBS ETF by 4.1% in the 4th quarter. Private Client Services LLC now owns 49,393 shares of the company’s stock valued at $2,454,000 after acquiring an additional 1,927 shares during the period.
Simplify MBS ETF Trading Down 0.2 %
Simplify MBS ETF stock traded down $0.08 during mid-day trading on Monday, hitting $49.14. 193,178 shares of the company’s stock traded hands, compared to its average volume of 189,673. Simplify MBS ETF has a fifty-two week low of $49.10 and a fifty-two week high of $51.97. The firm has a 50 day simple moving average of $50.03 and a two-hundred day simple moving average of $50.72.
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.
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