Goldman Sachs
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Goldman Sachs’s Simplify MBS ETF MTBA Stock Holding History

Goldman Sachs’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
2026
Q2 		$1.51M Buy
+30,781
New +$1.52M ﹤0.01% 4897
2025
Q3 		– Sell
-10,942
Closed -$548K – 6547
2025
Q2 		$548K Buy
10,942
+610
+6% +$30.4K ﹤0.01% 5105
2025
Q1 		$518K Buy
+10,332
New +$516K ﹤0.01% 5160

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Goldman Sachs's MTBA Position: Q2 2026 in Review

Goldman Sachs opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 30,781 shares worth $1.51M. The stake represents ﹤0.01% of the portfolio and ranks #4897 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in MTBA as recently as Q2 2025.

Goldman Sachs first reported a position in MTBA in Q1 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Goldman Sachs held 30,781 shares of Simplify MBS ETF worth $1.51M as of Q2 2026.
  • Simplify MBS ETF was a new Goldman Sachs position in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #4897 holding.
  • Goldman Sachs first reported a position in Simplify MBS ETF in Q1 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.