Simplify Exchange Traded Fun shares owned by Whittier Trust
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 4.9k | 50.46 |
| 2025-06-30 | $247k | 4.9k | 50.09 |
| 2025-03-31 | $247k | 4.9k | 50.13 |
| 2024-12-31 | $245k | 4.9k | 49.68 |
| 2024-09-30 | $253k | 4.9k | 51.47 |
| 2024-06-30 | $248k | 4.9k | 50.36 |