Cambridge 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 | $822K | Buy |
16,409
+488
| +3% | +$24.4K | 0.17% | 86 |
|
2025
Q1 | $798K | Sell |
15,921
-1,302
| -8% | -$65.3K | 0.17% | 87 |
|
2024
Q4 | $856K | Buy |
17,223
+2,256
| +15% | +$112K | 0.19% | 81 |
|
2024
Q3 | $771K | Buy |
14,967
+858
| +6% | +$44.2K | 0.17% | 92 |
|
2024
Q2 | $711K | Buy |
14,109
+1,527
| +12% | +$76.9K | 0.17% | 92 |
|
2024
Q1 | $641K | Buy |
12,582
+2,882
| +30% | +$147K | 0.15% | 97 |
|
2023
Q4 | $501K | Buy |
+9,700
| New | +$501K | 0.13% | 110 |
|