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Kingswood Wealth Advisors’s Simplify MBS ETF MTBA Stock Holding History

Kingswood Wealth Advisors’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 		$315K Hold
6,288
– – 0.02% 554
2025
Q1 		$315K Hold
6,288
– – 0.03% 531
2024
Q4 		$312K Hold
6,288
– – 0.02% 593
2024
Q3 		$324K Sell
6,288
-1,818
-22% -$93.6K 0.02% 557
2024
Q2 		$408K Buy
+8,106
New +$408K 0.04% 436