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The Simplify MBS ETF focuses on newly-issued agency mortgage-backed securities with high coupons. It sports a 6.0% dividend yield, backed by high-quality mortgages. Market conditions are quite favorable to MBS, with these securities outperforming treasuries and bonds for several years.
JPMorgan Chase and Co. grew its position in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 40.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 173,482 shares of the company's stock after purchasing an additional 49,765 shares during the quarter. JPMorgan
Aprio Wealth Management LLC increased its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 7.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 414,879 shares of the company's stock after purchasing an additional 29,193 shares during the quarter.
Convergence Financial LLC raised its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 19.1% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 328,818 shares of the company's stock after purchasing an additional 52,719 shares
Ameritas Advisory Services LLC lifted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 1,555.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,350 shares of the company's stock after buying an additional 30,396 shares during the quarter. Ameritas
Simplify MBS ETF is downgraded from buy to hold due to compressed mortgage spreads limiting price upside. MTBA's structural carry remains attractive, offering a 6.01% yield over the last 12 months, supporting its role as an income component. The ETF's active management and 0.15% expense ratio are justified by its strategy but are significantly higher than passive peers.
Mortgages form the backbone of home affordability in America and represent an expense that cannot be cut without catastrophic household consequences. Utilities are in heavy demand, and operators can raise prices without losing customers. We discuss our top picks from these non-negotiable expenses, offering yields of up to 7.5%.
Abbington Investment Group acquired a new position in Simplify MBS ETF (NYSEARCA:MTBA) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 70,978 shares of the company's stock, valued at approximately $3,574,000. Simplify MBS ETF comprises 3.1% of Abbington Investment
SEC filings for MTBA aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.