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

Windsor Wealth 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
2023 Q3	$212K	Buy	+4,243	New	+$212K	0.04%	152
2023 Q1	–	Sell	-5,437	Closed	-$270K	–	166
2022 Q4	$270K	Sell	5,437 -4,521	-45%	-$224K	0.06%	131
2022 Q3	$494K	Buy	9,958 +651	+7%	+$32.4K	0.12%	92
2022 Q2	$464K	Buy	9,307 +1,971	+27%	+$98.6K	0.12%	93
2022 Q1	$368K	Buy	+7,336	New	+$369K	0.07%	173

Other funds holding GSST

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Windsor Wealth Management's GSST Position: Q3 2023 in Review

Windsor Wealth Management opened a new position in Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q3 2023: 4,243 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings. This is a return to the name: Windsor Wealth Management previously reported a position in GSST as recently as Q4 2022.

Windsor Wealth Management first reported a position in GSST in Q1 2022 and has held it in 5 quarters since. The position peaked at $494K in Q3 2022. 91 funds tracked by Wall St. Rank hold GSST as of Q3 2023.

Windsor Wealth Management held 4,243 shares of Goldman Sachs Access Ultra Short Bond ETF worth $212K as of Q3 2023.
Goldman Sachs Access Ultra Short Bond ETF was a new Windsor Wealth Management position in Q3 2023.
Goldman Sachs Access Ultra Short Bond ETF made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #152 holding.
Windsor Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q1 2022 and has held it in 5 quarters since.
Windsor Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $494K in Q3 2022.
91 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.