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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

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Goldman Sachs
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AWA
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return