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Bartlett & Co Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-104
Closed -$5.19K – 1227
2022
Q2 		$5.19K Buy
+104
New +$5.2K ﹤0.01% 1004

Other funds holding GSST

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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
CCP
Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's GSST Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q3 2022, closing a stake of 104 shares — an estimated $5.19K sold.

Bartlett & Co Wealth Management first reported a position in GSST in Q2 2022 and held it in 1 quarter. The position peaked at $5.19K in Q2 2022. 67 funds tracked by Wall St. Rank hold GSST as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 104 Goldman Sachs Access Ultra Short Bond ETF shares in Q3 2022, an estimated $5.19K.
  • Bartlett & Co Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $5.19K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.