Arax Advisory Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Arax Advisory Partners’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
2025 Q1	–	Sell	-19,490	Closed	-$494K	–	2716
2024 Q4	$494K	Buy	+19,490	New	+$509K	0.03%	303

Other funds holding BWZ

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

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

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

MSWM

Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

WCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arax Advisory Partners's BWZ Position: Q1 2025 in Review

Arax Advisory Partners sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2025, closing a stake of 19,490 shares — an estimated $494K sold.

Arax Advisory Partners first reported a position in BWZ in Q4 2024 and held it in 1 quarter. The position peaked at $494K in Q4 2024. 41 funds tracked by Wall St. Rank hold BWZ as of Q1 2025.

Arax Advisory Partners reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Arax Advisory Partners sold 19,490 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2025, an estimated $494K.
Arax Advisory Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
Arax Advisory Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $494K in Q4 2024.
41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.