Highland Financial Advisors’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Highland Financial 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
2023 Q4	–	Sell	-112,181	Closed	-$5.6M	–	56
2023 Q3	$5.6M	Buy	112,181 +3,148	+3%	+$157K	2.9%	12
2023 Q2	$5.44M	Buy	109,033 +17,882	+20%	+$891K	2.8%	12
2023 Q1	$4.55M	Buy	91,151 +12,238	+16%	+$610K	2.47%	14
2022 Q4	$3.91M	Buy	+78,913	New	+$3.91M	2.3%	16

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWA

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

Highland Financial Advisors's GSST Position: Q4 2023 in Review

Highland Financial Advisors sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q4 2023, closing a stake of 112,181 shares — an estimated $5.6M sold.

Highland Financial Advisors first reported a position in GSST in Q4 2022 and held it in 4 quarters. The position peaked at $5.6M in Q3 2023. 88 funds tracked by Wall St. Rank hold GSST as of Q4 2023.

Highland Financial Advisors reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q4 2023 after selling out during the quarter.
Highland Financial Advisors sold 112,181 Goldman Sachs Access Ultra Short Bond ETF shares in Q4 2023, an estimated $5.6M.
Highland Financial Advisors first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q4 2022 and held it in 4 quarters.
Highland Financial Advisors's Goldman Sachs Access Ultra Short Bond ETF position peaked at $5.6M in Q3 2023.
88 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q4 2023.

Based on Highland Financial Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.