Leuthold Group’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 | $5.01M | Sell |
99,986
-23,947
| -19% | -$1.2M | 0.6% | 61 |
|
|
2025
Q1 | $6.21M | Sell |
123,933
-53,812
| -30% | -$2.7M | 0.81% | 38 |
|
|
2024
Q4 | $8.83M | Sell |
177,745
-95,630
| -35% | -$4.75M | 1.06% | 26 |
|
|
2024
Q3 | $14.1M | Buy |
273,375
+87,583
| +47% | +$4.51M | 1.56% | 10 |
|
|
2024
Q2 | $9.36M | Buy |
+185,792
| New | +$9.36M | 1.08% | 23 |
|