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

Wiser 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
2024
Q2 		– Sell
-4,018
Closed -$202K – 36
2024
Q1 		$202K Sell
4,018
-14,068
-78% -$706K 0.07% 31
2023
Q4 		$905K Hold
18,086
– – 0.33% 21
2023
Q3 		$903K Buy
+18,086
New +$902K 0.37% 22

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Wiser Wealth Management's GSST Position: Q2 2024 in Review

Wiser Wealth Management sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q2 2024, closing a stake of 4,018 shares — an estimated $202K sold.

Wiser Wealth Management first reported a position in GSST in Q3 2023 and held it in 3 quarters. The position peaked at $905K in Q4 2023. 87 funds tracked by Wall St. Rank hold GSST as of Q2 2024.

  • Wiser Wealth Management reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Wiser Wealth Management sold 4,018 Goldman Sachs Access Ultra Short Bond ETF shares in Q2 2024, an estimated $202K.
  • Wiser Wealth Management first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2023 and held it in 3 quarters.
  • Wiser Wealth Management's Goldman Sachs Access Ultra Short Bond ETF position peaked at $905K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q2 2024.

Based on Wiser Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.