Anchor Investment Management’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
Q2 | $2.11M | Buy |
42,213
+3,324
| +9% | +$166K | 0.19% | 129 |
|
|
2025
Q1 | $1.95M | Buy |
38,889
+4,600
| +13% | +$231K | 0.18% | 132 |
|
|
2024
Q4 | $1.7M | Buy |
34,289
+3,889
| +13% | +$193K | 0.16% | 141 |
|
|
2024
Q3 | $1.56M | Buy |
30,400
+9,300
| +44% | +$479K | 0.15% | 146 |
|
|
2024
Q2 | $1.06M | Buy |
21,100
+17,500
| +486% | +$881K | 0.11% | 171 |
|
|
2024
Q1 | $183K | Buy |
+3,600
| New | +$183K | 0.02% | 367 |
|