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Iron Horse Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Iron Horse Wealth 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 		– Sell
-70
Closed -$3.51K – 627
2025
Q1 		$3.51K Buy
+70
New +$3.5K ﹤0.01% 403

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AWM
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TIM
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CI Investments Inc
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Iron Horse Wealth Management's MTBA Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 70 shares — an estimated $3.51K sold.

Iron Horse Wealth Management first reported a position in MTBA in Q1 2025 and held it in 1 quarter. The position peaked at $3.51K in Q1 2025. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 70 Simplify MBS ETF shares in Q2 2025, an estimated $3.51K.
  • Iron Horse Wealth Management first reported a position in Simplify MBS ETF in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Simplify MBS ETF position peaked at $3.51K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.