Synergy Financial Group’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Synergy Financial Group’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	$548K	Buy	10,846 +2,393	+28%	+$121K	0.41%	52
2025 Q4	$427K	Buy	8,453 +210	+3%	+$10.6K	0.3%	64
2025 Q3	$418K	Buy	8,243 +940	+13%	+$47.5K	0.28%	63
2025 Q2	$369K	Sell	7,303 -3,618	-33%	-$182K	0.27%	71
2025 Q1	$552K	Sell	10,921 -41,144	-79%	-$2.07M	0.5%	47
2024 Q4	$2.61M	Buy	52,065 +40,043	+333%	+$2.02M	2.18%	13
2024 Q3	$609K	Sell	12,022 -933	-7%	-$47.1K	0.58%	36
2024 Q2	$652K	Buy	12,955 +2,862	+28%	+$144K	0.68%	34
2024 Q1	$508K	Buy	10,093 +3,844	+62%	+$193K	0.57%	42
2023 Q4	$313K	Buy	6,249 +685	+12%	+$34.2K	0.38%	60
2023 Q3	$278K	Buy	+5,564	New	+$277K	0.39%	58

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 $1.36B AUM 18.99% 1-Year Est. Return

Synergy Financial Group's GSST Position: Q1 2026 in Review

Synergy Financial Group increased its Goldman Sachs Access Ultra Short Bond ETF (GSST) stake by 28% in Q1 2026, buying an estimated $121K and bringing the position to 10,846 shares worth $548K. The position accounts for 0.41% of the portfolio, ranked #52.

Synergy Financial Group first reported a position in GSST in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2024. 157 funds tracked by Wall St. Rank hold GSST as of Q1 2026.

Synergy Financial Group held 10,846 shares of Goldman Sachs Access Ultra Short Bond ETF worth $548K as of Q1 2026.
Synergy Financial Group bought 2,393 Goldman Sachs Access Ultra Short Bond ETF shares in Q1 2026, an estimated $121K.
Goldman Sachs Access Ultra Short Bond ETF made up 0.41% of Synergy Financial Group's portfolio in Q1 2026, its #52 holding.
Synergy Financial Group first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2023 and has held it in 11 quarters since.
Synergy Financial Group's Goldman Sachs Access Ultra Short Bond ETF position peaked at $2.61M in Q4 2024.
157 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.