American Portfolios Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$19.7K	Sell	790 -157	-17%	-$4.11K	﹤0.01%	2192
2022 Q2	$25.5K	Hold	947	–	–	﹤0.01%	2107
2022 Q1	$27.6K	Hold	947	–	–	﹤0.01%	2204
2021 Q4	$28.8K	Hold	947	–	–	﹤0.01%	2157
2021 Q3	$29.4K	Hold	947	–	–	﹤0.01%	2076
2021 Q2	$30.1K	Hold	947	–	–	﹤0.01%	2008
2021 Q1	$29.8K	Hold	947	–	–	﹤0.01%	1851
2020 Q4	$31.1K	Hold	947	–	–	﹤0.01%	1609
2020 Q3	$29.7K	Hold	947	–	–	﹤0.01%	1517
2020 Q2	$28.9K	Sell	947 -2,460	-72%	-$73.7K	﹤0.01%	1490
2020 Q1	$101K	Sell	3,407 -336	-9%	-$10.2K	0.01%	889
2019 Q4	$116K	Buy	3,743 +336	+10%	+$10.3K	0.01%	975
2019 Q3	$103K	Sell	3,407 -490	-13%	-$15K	0.01%	982
2019 Q2	$121K	Hold	3,897	–	–	0.01%	905
2019 Q1	$119K	Hold	3,897	–	–	0.01%	818
2018 Q4	$120K	Hold	3,897	–	–	0.01%	669
2018 Q3	$121K	Hold	3,897	–	–	0.01%	757
2018 Q2	$122K	Buy	3,897 +157	+4%	+$5.04K	0.02%	735
2018 Q1	$124K	Hold	3,740	–	–	0.02%	678
2017 Q4	$120K	Buy	+3,740	New	+$119K	0.02%	666

Other funds holding BWZ

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

American Portfolios Advisors's BWZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 17% in Q3 2022, selling an estimated $4.11K and leaving 790 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

American Portfolios Advisors first reported a position in BWZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $124K in Q1 2018. 43 funds tracked by Wall St. Rank hold BWZ as of Q3 2022.

American Portfolios Advisors held 790 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $19.7K as of Q3 2022.
American Portfolios Advisors sold 157 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2022, an estimated $4.11K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2192 holding.
American Portfolios Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $124K in Q1 2018.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.