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Convergence Financial’s Simplify MBS ETF MTBA Stock Holding History

Convergence Financial’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.8M Buy
276,099
+22,761
+9% +$1.14M 2.38% 13
2025
Q1 		$12.7M Buy
253,338
+16,866
+7% +$846K 2.49% 12
2024
Q4 		$11.8M Buy
+236,472
New +$11.8M 2.34% 12