Ancora Advisors’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 | $852K | Hold |
17,000
| – | – | 0.02% | 430 |
|
|
2025
Q1 | $852K | Hold |
17,000
| – | – | 0.02% | 415 |
|
|
2024
Q4 | $845K | Buy |
17,000
+5,000
| +42% | +$248K | 0.02% | 434 |
|
|
2024
Q3 | $618K | Hold |
12,000
| – | – | 0.01% | 462 |
|
|
2024
Q2 | $604K | Buy |
12,000
+2,000
| +20% | +$101K | 0.02% | 459 |
|
|
2024
Q1 | $509K | Hold |
10,000
| – | – | 0.01% | 493 |
|
|
2023
Q4 | $517K | Buy |
+10,000
| New | +$517K | 0.01% | 485 |
|