Congress Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Congress 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
2025 Q2	$236K	Hold	4,673	–	–	﹤0.01%	1115
2025 Q1	$236K	Hold	4,673	–	–	﹤0.01%	998
2024 Q4	$235K	Buy	4,673 +83	+2%	+$4.18K	﹤0.01%	820
2024 Q3	$232K	Sell	4,590 -2,081	-31%	-$105K	﹤0.01%	795
2024 Q2	$336K	Buy	+6,671	New	+$335K	0.01%	590
2023 Q4	–	Sell	-8,241	Closed	-$412K	–	636
2023 Q3	$412K	Buy	8,241 +9	+0.1%	+$449	0.01%	481
2023 Q2	$411K	Sell	8,232 -1,222	-13%	-$60.9K	0.01%	443
2023 Q1	$472K	Buy	9,454 +1,236	+15%	+$61.6K	0.01%	424
2022 Q4	$407K	Buy	+8,218	New	+$407K	0.01%	433
2022 Q1	–	Sell	-5,767	Closed	-$291K	–	614
2021 Q4	$291K	Buy	+5,767	New	+$292K	0.01%	542

Other funds holding GSST

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

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

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

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

AWA

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

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

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

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

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

Congress Wealth Management's GSST Position: Q2 2025 in Review

Congress Wealth Management held its Goldman Sachs Access Ultra Short Bond ETF (GSST) position steady in Q2 2025 at 4,673 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Congress Wealth Management first reported a position in GSST in Q4 2021 and has held it in 10 quarters since. The position peaked at $472K in Q1 2023. 130 funds tracked by Wall St. Rank hold GSST as of Q2 2025.

Congress Wealth Management held 4,673 shares of Goldman Sachs Access Ultra Short Bond ETF worth $236K as of Q2 2025.
Congress Wealth Management left its Goldman Sachs Access Ultra Short Bond ETF share count unchanged in Q2 2025.
Goldman Sachs Access Ultra Short Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1115 holding.
Congress Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q4 2021 and has held it in 10 quarters since.
Congress Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $472K in Q1 2023.
130 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.