Almanack Investment Partners’s Simplify MBS ETF MTBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-180,717
| Closed | -$8.98M | – | 176 |
|
|
2024
Q4 | $8.98M | Buy |
180,717
+26,728
| +17% | +$1.33M | 1.39% | 17 |
|
|
2024
Q3 | $7.93M | Buy |
153,989
+12,153
| +9% | +$626K | 1.25% | 21 |
|
|
2024
Q2 | $7.14M | Buy |
141,836
+67,687
| +91% | +$3.41M | 1.2% | 20 |
|
|
2024
Q1 | $3.77M | Buy |
74,149
+14,143
| +24% | +$720K | 0.64% | 34 |
|
|
2023
Q4 | $3.1M | Buy |
+60,006
| New | +$3.1M | 0.58% | 31 |
|