Whittier Trust’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 | $247K | Buy |
4,937
+5
| +0.1% | +$250 | ﹤0.01% | 615 |
|
|
2025
Q1 | $247K | Buy |
4,932
+5
| +0.1% | +$251 | ﹤0.01% | 612 |
|
|
2024
Q4 | $245K | Buy |
4,927
+4
| +0.1% | +$199 | ﹤0.01% | 623 |
|
|
2024
Q3 | $253K | Buy |
4,923
+5
| +0.1% | +$257 | ﹤0.01% | 635 |
|
|
2024
Q2 | $248K | Buy |
+4,918
| New | +$248K | ﹤0.01% | 615 |
|