Carson Wealth (CWM LLC)’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3M | Buy |
1,035,189
+207,089
| +25% | +$10.5M | 0.18% | 108 |
|
|
2025
Q1 | $41.9M | Buy |
828,100
+199,642
| +32% | +$10.1M | 0.17% | 117 |
|
|
2024
Q4 | $31.6M | Buy |
628,458
+36,680
| +6% | +$1.84M | 0.13% | 140 |
|
|
2024
Q3 | $30M | Sell |
591,778
-18,364
| -3% | -$930K | 0.13% | 146 |
|
|
2024
Q2 | $30.7M | Sell |
610,142
-59,279
| -9% | -$2.99M | 0.14% | 137 |
|
|
2024
Q1 | $33.7M | Buy |
669,421
+18,913
| +3% | +$952K | 0.16% | 132 |
|
|
2023
Q4 | $32.5M | Sell |
650,508
-26,024
| -4% | -$1.3M | 0.17% | 112 |
|
|
2023
Q3 | $33.8M | Sell |
676,532
-28,110
| -4% | -$1.4M | 0.21% | 94 |
|
|
2023
Q2 | $35.2M | Sell |
704,642
-24,983
| -3% | -$1.25M | 0.22% | 86 |
|
|
2023
Q1 | $36.4M | Buy |
729,625
+12,455
| +2% | +$622K | 0.25% | 78 |
|
|
2022
Q4 | $35.5M | Buy |
717,170
+68,950
| +11% | +$3.42M | 0.26% | 78 |
|
|
2022
Q3 | $32.2M | Buy |
648,220
+75,940
| +13% | +$3.77M | 0.26% | 73 |
|
|
2022
Q2 | $28.5M | Buy |
572,280
+250,301
| +78% | +$12.5M | 0.22% | 95 |
|
|
2022
Q1 | $16.2M | Buy |
+321,979
| New | +$16.2M | 0.11% | 164 |
|