MW
GSST icon

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

Milestone Wealth’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
2022
Q3 		$24K Sell
481
-35
-7% -$1.74K 0.03% 145
2022
Q2 		$26K Sell
516
-140
-21% -$7K 0.03% 135
2022
Q1 		$33K Hold
656
– – 0.03% 157
2021
Q4 		$33K Buy
+656
New +$33.2K 0.03% 157

Other funds holding GSST

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Wealth's GSST Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs Access Ultra Short Bond ETF (GSST) stake by 6.8% in Q3 2022, selling an estimated $1.74K and leaving 481 shares worth $24K. The position accounts for 0.03% of the portfolio, ranked #145.

Milestone Wealth first reported a position in GSST in Q4 2021 and has held it in 4 quarters since. The position peaked at $33K in Q1 2022. 67 funds tracked by Wall St. Rank hold GSST as of Q3 2022.

  • Milestone Wealth held 481 shares of Goldman Sachs Access Ultra Short Bond ETF worth $24K as of Q3 2022.
  • Milestone Wealth sold 35 Goldman Sachs Access Ultra Short Bond ETF shares in Q3 2022, an estimated $1.74K.
  • Goldman Sachs Access Ultra Short Bond ETF made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #145 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs Access Ultra Short Bond ETF position peaked at $33K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.