Aprio Wealth 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 | $19.3M | Buy |
385,686
+89,638
| +30% | +$4.49M | 2.18% | 11 |
|
|
2025
Q1 | $14.8M | Buy |
296,048
+88,962
| +43% | +$4.46M | 1.86% | 10 |
|
|
2024
Q4 | $10.3M | Buy |
207,086
+29,872
| +17% | +$1.48M | 1.5% | 16 |
|
|
2024
Q3 | $9.12M | Buy |
177,214
+13,593
| +8% | +$700K | 1.46% | 15 |
|
|
2024
Q2 | $8.24M | Buy |
163,621
+13,697
| +9% | +$690K | 1.5% | 13 |
|
|
2024
Q1 | $7.63M | Buy |
+149,924
| New | +$7.63M | 1.5% | 14 |
|