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Magnolia Private Wealth’s Simplify MBS ETF MTBA Stock Holding History

Magnolia Private Wealth’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 		$311K Buy
6,209
+8
+0.1% +$401 0.24% 79
2025
Q1 		$311K Sell
6,201
-3,799
-38% -$190K 0.26% 81
2024
Q4 		$497K Buy
+10,000
New +$497K 0.43% 56