Kestra Private Wealth Services’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	$1.69M	Sell	33,784 -289	-0.8%	-$14.5K	0.02%	552
2025 Q1	$1.71M	Buy	34,073 +24,939	+273%	+$1.25M	0.03%	499
2024 Q4	$454K	Buy	9,134 +774	+9%	+$38.5K	0.01%	963
2024 Q3	$430K	Buy	+8,360	New	+$430K	0.01%	937