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Alpine Bank Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
20,748
-7,927
-28% -$397K 0.16% 69
2025
Q1
$1.44M Buy
+28,675
New +$1.44M 0.23% 58
2024
Q3
$42.9M Buy
+833,247
New +$42.9M 6.85% 3