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GoalVest Advisory’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

GoalVest Advisory’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
2023
Q2 		– Sell
-7
Closed -$350 – 382
2023
Q1 		$350 Buy
+7
New +$349 ﹤0.01% 245

Other funds holding GSST

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GoalVest Advisory's GSST Position: Q2 2023 in Review

GoalVest Advisory sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q2 2023, closing a stake of 7 shares — an estimated $350 sold.

GoalVest Advisory first reported a position in GSST in Q1 2023 and held it in 1 quarter. The position peaked at $350 in Q1 2023. 93 funds tracked by Wall St. Rank hold GSST as of Q2 2023.

  • GoalVest Advisory reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q2 2023 after selling out during the quarter.
  • GoalVest Advisory sold 7 Goldman Sachs Access Ultra Short Bond ETF shares in Q2 2023, an estimated $350.
  • GoalVest Advisory first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q1 2023 and held it in 1 quarter.
  • GoalVest Advisory's Goldman Sachs Access Ultra Short Bond ETF position peaked at $350 in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.