Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Simplify MBS ETF MTBA Stock Holding History

Envestnet Portfolio Solutions’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 		$4.06M Buy
80,969
+44,510
+122% +$2.23M 0.01% 406
2025
Q1 		$1.83M Buy
36,459
+7,345
+25% +$368K 0.01% 614
2024
Q4 		$1.45M Sell
29,114
-1,413
-5% -$70.2K ﹤0.01% 783
2024
Q3 		$1.57M Buy
+30,527
New +$1.57M 0.01% 748