Steward Partners Investment Advisory’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	$489K	Buy	9,766 +2,847	+41%	+$143K	﹤0.01%	1312
2025 Q1	$347K	Buy	6,919 +2,801	+68%	+$140K	﹤0.01%	1375
2024 Q4	$205K	Buy	4,118 +2,046	+99%	+$102K	﹤0.01%	1597
2024 Q3	$107K	Buy	+2,072	New	+$107K	﹤0.01%	1840