HAM
Harmony Asset Management’s Simplify MBS ETF MTBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
32,950
-700
| -2% | -$35.1K | 0.62% | 41 |
|
|
2025
Q1 | $1.69M | Buy |
33,650
+3,000
| +10% | +$150K | 0.71% | 35 |
|
|
2024
Q4 | $1.52M | Buy |
30,650
+14,494
| +90% | +$720K | 0.6% | 45 |
|
|
2024
Q3 | $832K | Buy |
+16,156
| New | +$832K | 0.31% | 71 |
|