Rothschild Investment LLC’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
Q1
Sell
-150
Closed -$7.45K 3076
2024
Q4
$7.45K Hold
150
﹤0.01% 1220
2024
Q3
$7.72K Sell
150
-150
-50% -$7.72K ﹤0.01% 1180
2024
Q2
$15.1K Buy
+300
New +$15.1K ﹤0.01% 1037