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AE Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

AE Wealth Management’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
4,175
-69,337
-94% -$3.47M ﹤0.01% 1291
2025
Q1 		$3.69M Buy
73,512
+73,457
+133,558% +$3.68M 0.03% 402
2024
Q4 		$2.73K Buy
+55
New +$2.73K ﹤0.01% 1978