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 Q2	$379K	Sell	7,498 -3,348	-31%	-$169K	0.27%	69
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AWA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Financial Group's GSST Position: Q2 2026 in Review

Synergy Financial Group reduced its Goldman Sachs Access Ultra Short Bond ETF (GSST) stake by 31% in Q2 2026, selling an estimated $169K and leaving 7,498 shares worth $379K. The position accounts for 0.27% of the portfolio, ranked #69.

Synergy Financial Group first reported a position in GSST in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q4 2024. 158 funds tracked by Wall St. Rank hold GSST as of Q2 2026.

Synergy Financial Group held 7,498 shares of Goldman Sachs Access Ultra Short Bond ETF worth $379K as of Q2 2026.
Synergy Financial Group sold 3,348 Goldman Sachs Access Ultra Short Bond ETF shares in Q2 2026, an estimated $169K.
Goldman Sachs Access Ultra Short Bond ETF made up 0.27% of Synergy Financial Group's portfolio in Q2 2026, its #69 holding.
Synergy Financial Group first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
Synergy Financial Group's Goldman Sachs Access Ultra Short Bond ETF position peaked at $2.61M in Q4 2024.
158 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.