HighTower Advisors’s Simplify MBS ETF MTBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $981K | Sell |
19,591
-2,138
| -10% | -$107K | ﹤0.01% | 2020 |
|
2025
Q1 | $1.09M | Buy |
21,729
+3,695
| +20% | +$185K | ﹤0.01% | 1899 |
|
2024
Q4 | $896K | Buy |
18,034
+8,100
| +82% | +$402K | ﹤0.01% | 2037 |
|
2024
Q3 | $508K | Buy |
9,934
+4,666
| +89% | +$239K | ﹤0.01% | 2385 |
|
2024
Q2 | $266K | Buy |
+5,268
| New | +$266K | ﹤0.01% | 2802 |
|