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Trademark Financial Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Trademark Financial Management’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 		$245K Buy
4,845
+773
+19% +$39.1K 0.12% 95
2025
Q4 		$206K Sell
4,072
-8
-0.2% -$405 0.11% 94
2025
Q3 		$207K Buy
+4,080
New +$206K 0.12% 91

Other funds holding GSST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
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

Trademark Financial Management's GSST Position: Q1 2026 in Review

Trademark Financial Management increased its Goldman Sachs Access Ultra Short Bond ETF (GSST) stake by 19% in Q1 2026, buying an estimated $39.1K and bringing the position to 4,845 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #95.

Trademark Financial Management first reported a position in GSST in Q3 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold GSST as of Q1 2026.

  • Trademark Financial Management held 4,845 shares of Goldman Sachs Access Ultra Short Bond ETF worth $245K as of Q1 2026.
  • Trademark Financial Management bought 773 Goldman Sachs Access Ultra Short Bond ETF shares in Q1 2026, an estimated $39.1K.
  • Goldman Sachs Access Ultra Short Bond ETF made up 0.12% of Trademark Financial Management's portfolio in Q1 2026, its #95 holding.
  • Trademark Financial Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q1 2026.

Based on Trademark Financial Management's 13F filing for Q1 2026, filed 27 Apr 2026.