Accurate Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Accurate Wealth Management’s Portfolio GSST Stock Details GSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-104	Closed	-$5.16K	–	728
2022 Q4	$5.16K	Sell	104 -5,356	-98%	-$265K	﹤0.01%	1010
2022 Q3	$269K	Sell	5,460 -3,977	-42%	-$198K	0.11%	146
2022 Q2	$470K	Buy	+9,437	New	+$472K	0.26%	82

Other funds holding GSST

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

KWA

KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Accurate Wealth Management's GSST Position: Q1 2023 in Review

Accurate Wealth Management sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q1 2023, closing a stake of 104 shares — an estimated $5.16K sold.

Accurate Wealth Management first reported a position in GSST in Q2 2022 and held it in 3 quarters. The position peaked at $470K in Q2 2022. 81 funds tracked by Wall St. Rank hold GSST as of Q1 2023.

Accurate Wealth Management reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 104 Goldman Sachs Access Ultra Short Bond ETF shares in Q1 2023, an estimated $5.16K.
Accurate Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q2 2022 and held it in 3 quarters.
Accurate Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $470K in Q2 2022.
81 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.