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Not Investment Advice

MTBA

Simplify MBS ETF
1W: -1.1% 1M: -1.9% 3M: -3.4% YTD: -2.4% 1Y: +1.5%
$48.97
+0.26 (+0.53%)
After Hours: $48.66 (-0.30, -0.62%)
Weekly Expected Move ±0.6%
$48 $49 $49 $49 $50
ETF AMEX · AUM $1.7B
Key Statistics
AUM$1.7B
Holdings1
Top 10 Wt95.4%
Volume210,182
Avg Volume192,173
Beta0.13
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2023-11-07
Sector Allocation
Other 103.8%
Financial Services 95.6%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 SIMPLIFY E GOVT MONEY MKT ETF SBIL 95.64% $1.6B 15,563,438
2 FNCL 5 6/26 Mtge 56.94% $929.0M 956,250,000
3 FNCL 5.5 6/26 Mtge 42.46% $692.8M 696,250,000
4 B 7/7/26 Govt 4.40% $71.8M 72,110,000
5 B 6/23/26 Govt 0.81% $13.3M 13,320,000
6 B 7/21/26 Govt 0.16% $2.7M 2,670,000
7 Cash -1.01% $-16,499,486 -16,499,486

Recent Holding Changes

Date Holding Change Details
2026-05-18 SBIL Changed 15630000 → 15563438
2026-05-14 SBIL Changed 15700000 → 15630000
2026-05-02 SBIL Changed 15735000 → 15700000
2026-04-18 SBIL Changed 15865000 → 15735000
2026-04-11 SBIL Changed 16025000 → 15865000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms