Beckerman Institutional’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
$1.78M Buy
35,580
+1,947
+6% +$97.5K 1.18% 23
2025
Q1
$1.69M Buy
33,633
+2,200
+7% +$110K 1.22% 21
2024
Q4
$1.56M Buy
31,433
+13,171
+72% +$655K 1.25% 22
2024
Q3
$940K Buy
+18,262
New +$940K 0.79% 38