Carson Wealth (CWM LLC)
GSST icon

Carson Wealth (CWM LLC)’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$61.3M Sell
1,212,579
-29,721
-2% -$1.5M 0.16% 135
2025
Q4 		$62.7M Buy
1,242,300
+52,499
+4% +$2.65M 0.17% 116
2025
Q3 		$60.3M Buy
1,189,801
+154,612
+15% +$7.81M 0.18% 109
2025
Q2 		$52.3M Buy
1,035,189
+207,089
+25% +$10.4M 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% +$1.85M 0.13% 140
2024
Q3 		$30M Sell
591,778
-18,364
-3% -$926K 0.13% 146
2024
Q2 		$30.7M Sell
610,142
-59,279
-9% -$2.98M 0.14% 137
2024
Q1 		$33.7M Buy
669,421
+18,913
+3% +$949K 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% +$621K 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% +$3.78M 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

Other funds holding GSST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $175M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GSST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Goldman Sachs Access Ultra Short Bond ETF (GSST) stake by 2.4% in Q1 2026, selling an estimated $1.5M and leaving 1,212,579 shares worth $61.3M. The position accounts for 0.16% of the portfolio, ranked #135.

Carson Wealth (CWM LLC) first reported a position in GSST in Q1 2022 and has held it in 17 quarters since. The position peaked at $62.7M in Q4 2025. 157 funds tracked by Wall St. Rank hold GSST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,212,579 shares of Goldman Sachs Access Ultra Short Bond ETF worth $61.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 29,721 Goldman Sachs Access Ultra Short Bond ETF shares in Q1 2026, an estimated $1.5M.
  • Goldman Sachs Access Ultra Short Bond ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #135 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs Access Ultra Short Bond ETF position peaked at $62.7M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.