Tortoise Investment Management’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	$17.2M	Buy	343,462 +10,961	+3%	+$549K	1.64%	11
2025 Q1	$16.7M	Buy	332,501 +31,026	+10%	+$1.56M	1.74%	9
2024 Q4	$15M	Buy	301,475 +37,481	+14%	+$1.86M	1.58%	14
2024 Q3	$13.6M	Buy	263,994 +261,859	+12,265%	+$13.5M	1.42%	18
2024 Q2	$108K	Buy	+2,135	New	+$108K	0.01%	287