Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Simplify MBS ETF MTBA Stock Holding History

Kovitz Investment Group Partners’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 		$500K Hold
9,980
– – ﹤0.01% 969
2025
Q1 		$500K Hold
9,980
– – ﹤0.01% 899
2024
Q4 		$496K Buy
+9,980
New +$496K ﹤0.01% 886