Bar Harbor Wealth Management Has $13.77 Million Holdings in Simplify MBS ETF $MTBA

Bar Harbor Wealth Management lessened its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 11.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 273,170 shares of the company’s stock after selling 35,968 shares during the quarter. Bar Harbor Wealth Management owned about 0.82% of Simplify MBS ETF worth $13,770,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Tradewinds Capital Management LLC bought a new position in shares of Simplify MBS ETF in the 4th quarter valued at about $50,000. Global Retirement Partners LLC boosted its stake in Simplify MBS ETF by 73.5% during the 3rd quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock worth $85,000 after acquiring an additional 717 shares during the last quarter. Raymond James Financial Inc. bought a new position in Simplify MBS ETF during the 2nd quarter worth approximately $111,000. Farther Finance Advisors LLC boosted its stake in Simplify MBS ETF by 169.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 3,135 shares of the company’s stock worth $158,000 after acquiring an additional 1,973 shares during the last quarter. Finally, BAM Wealth Management LLC bought a new position in Simplify MBS ETF during the 3rd quarter worth approximately $218,000.

Simplify MBS ETF Price Performance

Simplify MBS ETF stock opened at $49.69 on Friday. The company’s 50 day simple moving average is $50.08 and its 200 day simple moving average is $50.34. Simplify MBS ETF has a fifty-two week low of $48.90 and a fifty-two week high of $50.88.

Simplify MBS ETF Dividend Announcement

The business also recently announced a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 24th were issued a dividend of $0.25 per share. This represents a c) annualized dividend and a yield of 6.0%. The ex-dividend date was Tuesday, February 24th.

Simplify MBS ETF Profile

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.