Family Management’s Simplify MBS ETF MTBA Stock Holding History

Family 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	$9.97M	Sell
2025 Q1	$10.3M	Sell
2024 Q4	$10.4M	Buy
2024 Q3	$9.02M	Buy
2024 Q2	$8.16M	Sell
2024 Q1	$12.8M	Sell
2023 Q4	$14.4M	Buy