EP Wealth Advisors’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

EP Wealth Advisors’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	$200K	Buy	+3,958	New	+$200K	﹤0.01%	1413

Other funds holding GSST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PFA

Providence Financial Advisors Overland Park, Kansas $175M AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

EP Wealth Advisors's GSST Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q1 2026: 3,958 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

157 funds tracked by Wall St. Rank hold GSST as of Q1 2026.

EP Wealth Advisors held 3,958 shares of Goldman Sachs Access Ultra Short Bond ETF worth $200K as of Q1 2026.
Goldman Sachs Access Ultra Short Bond ETF was a new EP Wealth Advisors position in Q1 2026.
Goldman Sachs Access Ultra Short Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1413 holding.
157 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.