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GK Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

GK Wealth Management’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 		$1.05M Sell
20,864
-4,292
-17% -$215K 0.94% 26
2025
Q1 		$1.26M Buy
25,156
+4,819
+24% +$242K 1.44% 14
2024
Q4 		$1.01M Buy
+20,337
New +$1.01M 1.28% 17