Advisor Group’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Advisor Group’s Portfolio BWZ Stock Details BWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,435	Closed	-$201K	–	5107
2018 Q2	$201K	Buy	+6,435	New	+$206K	﹤0.01%	1974
2017 Q3	–	Sell	-36	Closed	-$1K	–	4839
2017 Q2	$1K	Hold	36	–	–	﹤0.01%	4609
2017 Q1	$1K	Hold	36	–	–	﹤0.01%	4504
2016 Q4	$1K	Sell	36 -82	-69%	-$2.49K	﹤0.01%	4334
2016 Q3	$4K	Hold	118	–	–	﹤0.01%	3967
2016 Q2	$3K	Buy	+118	New	+$3.7K	﹤0.01%	3959

Other funds holding BWZ

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisor Group's BWZ Position: Q3 2018 in Review

Advisor Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2018, closing a stake of 6,435 shares — an estimated $201K sold.

Advisor Group first reported a position in BWZ in Q2 2016 and held it in 6 quarters. The position peaked at $201K in Q2 2018. 51 funds tracked by Wall St. Rank hold BWZ as of Q3 2018.

Advisor Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Advisor Group sold 6,435 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2018, an estimated $201K.
Advisor Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2016 and held it in 6 quarters.
Advisor Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $201K in Q2 2018.
51 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.