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Not Investment Advice

MTBA

Simplify MBS ETF
1W: -0.5% 1M: -1.1% 3M: -2.7% YTD: -1.7% 1Y: +2.2%
$49.11
+0.05 (+0.10%)
 
Weekly Expected Move ±0.6%
$48 $49 $49 $49 $50
ETF AMEX · AUM $1.7B
Key Statistics
AUM$1.7B
Holdings1
Top 10 Wt95.3%
Volume369,388
Avg Volume216,515
Beta0.13
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2023-11-07
Sector Allocation
Other 104.8%
Financial Services 95.3%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 SIMPLIFY E GOVT MONEY MKT ETF SBIL 95.30% $1.5B 15,108,438
2 FNCL 5.5 6/26 Mtge 43.65% $694.0M 696,250,000
3 FNCL 5 6/26 Mtge 40.07% $637.0M 653,750,000
4 FNCL 6 6/26 Mtge 16.37% $260.2M 256,250,000
5 B 7/7/26 Govt 4.51% $71.8M 72,110,000
6 B 6/23/26 Govt 0.46% $7.2M 7,270,000
7 B 8/20/26 Govt 0.38% $6.0M 6,050,000
8 B 7/21/26 Govt 0.17% $2.7M 2,670,000
9 Cash -0.81% $-12,882,138 -12,882,138

Recent Holding Changes

Date Holding Change Details
2026-05-22 SBIL Changed 15563438 → 15108438
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

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