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Diversified Enterprises’s Simplify MBS ETF MTBA Stock Holding History

Diversified Enterprises’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,679
Closed -$235K – 323
2025
Q1 		$235K Buy
+4,679
New +$234K 0.02% 275

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Diversified Enterprises's MTBA Position: Q2 2025 in Review

Diversified Enterprises sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 4,679 shares — an estimated $235K sold.

Diversified Enterprises first reported a position in MTBA in Q1 2025 and held it in 1 quarter. The position peaked at $235K in Q1 2025. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Diversified Enterprises reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Diversified Enterprises sold 4,679 Simplify MBS ETF shares in Q2 2025, an estimated $235K.
  • Diversified Enterprises first reported a position in Simplify MBS ETF in Q1 2025 and held it in 1 quarter.
  • Diversified Enterprises's Simplify MBS ETF position peaked at $235K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Diversified Enterprises's 13F filing for Q2 2025, filed 16 Jul 2025.