CreativeOne Wealth’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 | $1.58M | Buy |
31,595
+1,799
| +6% | +$90.1K | 0.04% | 405 |
|
|
2025
Q1 | $1.49M | Buy |
29,796
+1,078
| +4% | +$54.1K | 0.04% | 370 |
|
|
2024
Q4 | $1.43M | Buy |
28,718
+381
| +1% | +$18.9K | 0.04% | 368 |
|
|
2024
Q3 | $1.46M | Buy |
28,337
+9
| +0% | +$463 | 0.05% | 333 |
|
|
2024
Q2 | $1.43M | Sell |
28,328
-805
| -3% | -$40.6K | 0.07% | 247 |
|
|
2024
Q1 | $1.48M | Buy |
+29,133
| New | +$1.48M | 0.06% | 286 |
|