Beverly Hills Private Wealth’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Beverly Hills Private Wealth’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
2025 Q1	–	Sell	-5,444	Closed	-$273K	–	344
2024 Q4	$273K	Sell	5,444 -43,710	-89%	-$2.2M	0.06%	273
2024 Q3	$2.49M	Buy	49,154 +14,636	+42%	+$738K	0.5%	53
2024 Q2	$1.74M	Sell	34,518 -3,675	-10%	-$185K	0.38%	72
2024 Q1	$1.92M	Buy	38,193 +8,713	+30%	+$437K	0.44%	59
2023 Q4	$1.47M	Buy	29,480 +15,471	+110%	+$772K	0.39%	78
2023 Q3	$700K	Buy	+14,009	New	+$698K	0.21%	108

Other funds holding GSST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Beverly Hills Private Wealth's GSST Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q1 2025, closing a stake of 5,444 shares — an estimated $273K sold.

Beverly Hills Private Wealth first reported a position in GSST in Q3 2023 and held it in 6 quarters. The position peaked at $2.49M in Q3 2024. 136 funds tracked by Wall St. Rank hold GSST as of Q1 2025.

Beverly Hills Private Wealth reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
Beverly Hills Private Wealth sold 5,444 Goldman Sachs Access Ultra Short Bond ETF shares in Q1 2025, an estimated $273K.
Beverly Hills Private Wealth first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2023 and held it in 6 quarters.
Beverly Hills Private Wealth's Goldman Sachs Access Ultra Short Bond ETF position peaked at $2.49M in Q3 2024.
136 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.