Envestnet Asset Management
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Envestnet Asset Management’s Simplify MBS ETF MTBA Stock Holding History

Envestnet Asset Management’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 		$99M Buy
2025
Q1 		$96.8M Buy
2024
Q4 		$78.7M Buy
2024
Q3 		$74.2M Buy
2024
Q2 		$47.9M Buy
2024
Q1 		$41.8M Buy