Atria Wealth Solutions’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50,393
Closed -$1.1M 1514
2025
Q1
$1.1M Buy
50,393
+139
+0.3% +$3.04K 0.01% 842
2024
Q4
$1.07M Sell
50,254
-15,176
-23% -$325K 0.01% 891
2024
Q3
$1.53M Buy
65,430
+9,305
+17% +$217K 0.02% 739
2024
Q2
$1.2M Buy
56,125
+1,215
+2% +$26K 0.01% 803
2024
Q1
$1.22M Sell
54,910
-9,805
-15% -$218K 0.01% 824
2023
Q4
$1.5M Sell
64,715
-13,618
-17% -$316K 0.02% 698
2023
Q3
$1.66M Buy
78,333
+12,772
+19% +$271K 0.02% 622
2023
Q2
$1.48M Sell
65,561
-14,929
-19% -$337K 0.02% 682
2023
Q1
$1.86M Sell
80,490
-17,772
-18% -$411K 0.03% 569
2022
Q4
$2.2M Buy
98,262
+37,940
+63% +$851K 0.04% 477
2022
Q3
$1.26M Buy
60,322
+2,491
+4% +$51.9K 0.02% 633
2022
Q2
$1.34M Sell
57,831
-1,087
-2% -$25.2K 0.03% 559
2022
Q1
$1.53M Buy
+58,918
New +$1.53M 0.03% 565