Watchman Group Inc. Purchases 50,766 Shares of Simplify MBS ETF $MTBA

Watchman Group Inc. grew its position in Simplify MBS ETF (NYSEARCA:MTBA) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 831,220 shares of the company’s stock after purchasing an additional 50,766 shares during the period. Simplify MBS ETF makes up approximately 10.0% of Watchman Group Inc.’s holdings, making the stock its largest holding. Watchman Group Inc.’s holdings in Simplify MBS ETF were worth $41,902,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Ameritas Advisory Services LLC lifted its stake in shares of Simplify MBS ETF by 1,555.6% in the 3rd quarter. Ameritas Advisory Services LLC now owns 32,350 shares of the company’s stock valued at $1,629,000 after purchasing an additional 30,396 shares in the last quarter. Aprio Wealth Management LLC lifted its stake in shares of Simplify MBS ETF by 7.6% in the 3rd quarter. Aprio Wealth Management LLC now owns 414,879 shares of the company’s stock valued at $20,889,000 after purchasing an additional 29,193 shares in the last quarter. Edge Wealth Management LLC lifted its stake in shares of Simplify MBS ETF by 211.3% in the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after purchasing an additional 678,832 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in shares of Simplify MBS ETF by 40.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 173,482 shares of the company’s stock valued at $8,735,000 after purchasing an additional 49,765 shares in the last quarter. Finally, Ethos Financial Group LLC lifted its stake in shares of Simplify MBS ETF by 34.0% in the 4th quarter. Ethos Financial Group LLC now owns 190,293 shares of the company’s stock valued at $9,593,000 after purchasing an additional 48,290 shares in the last quarter.

Simplify MBS ETF Stock Down 0.0%

NYSEARCA MTBA opened at $48.96 on Tuesday. Simplify MBS ETF has a 1-year low of $48.88 and a 1-year high of $50.88. The business’s 50-day simple moving average is $49.62 and its 200-day simple moving average is $50.17.

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.