Schroder Investment Management Group
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Schroder Investment Management Group’s Simplify MBS ETF MTBA Stock Holding History

Schroder Investment Management Group’s Portfolio MTBA Stock Details MTBA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$941K Buy
2025
Q3 		$423K Sell
2025
Q2 		$768K Buy
2025
Q1 		$725K Sell
2024
Q4 		$1.39M Buy
2024
Q3 		$1.32M Buy
2024
Q2 		$1.21M Buy
2024
Q1 		$727K Buy