Edge Wealth Management’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	$13.2M	Buy	263,171 +36,057	+16%	+$1.81M	2.54%	15
2025 Q1	$11.4M	Buy	227,114 +106,797	+89%	+$5.35M	2.31%	18
2024 Q4	$5.98M	Buy	120,317 +103,262	+605%	+$5.13M	1.21%	26
2024 Q3	$878K	Buy	+17,055	New	+$878K	0.18%	37