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Sound Income Strategies’s Simplify MBS ETF MTBA Stock Holding History

Sound Income Strategies’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-190
Closed -$9.52K – 1784
2025
Q2 		$9.52K Hold
190
– – ﹤0.01% 951
2025
Q1 		$9.53K Buy
+190
New +$9.49K ﹤0.01% 914

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ECM
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HCM
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WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
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KAM
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LPL Financial
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Sound Income Strategies's MTBA Position: Q3 2025 in Review

Sound Income Strategies sold out of Simplify MBS ETF (MTBA) in Q3 2025, closing a stake of 190 shares — an estimated $9.52K sold.

Sound Income Strategies first reported a position in MTBA in Q1 2025 and held it in 2 quarters. The position peaked at $9.53K in Q1 2025. 139 funds tracked by Wall St. Rank hold MTBA as of Q3 2025.

  • Sound Income Strategies reported no remaining Simplify MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 190 Simplify MBS ETF shares in Q3 2025, an estimated $9.52K.
  • Sound Income Strategies first reported a position in Simplify MBS ETF in Q1 2025 and held it in 2 quarters.
  • Sound Income Strategies's Simplify MBS ETF position peaked at $9.53K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.