Beaird Harris Wealth Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Beaird Harris Wealth Management’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
2024 Q3	–	Sell	-720	Closed	-$18.5K	–	540
2024 Q2	$18.5K	Hold	720	–	–	﹤0.01%	308
2024 Q1	$19K	Hold	720	–	–	﹤0.01%	282
2023 Q4	$19.7K	Hold	720	–	–	﹤0.01%	263
2023 Q3	$18.6K	Buy	+720	New	+$19.2K	﹤0.01%	238

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

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

EWM

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

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

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

Beaird Harris Wealth Management's BWZ Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2024, closing a stake of 720 shares — an estimated $18.5K sold.

Beaird Harris Wealth Management first reported a position in BWZ in Q3 2023 and held it in 4 quarters. The position peaked at $19.7K in Q4 2023. 40 funds tracked by Wall St. Rank hold BWZ as of Q3 2024.

Beaird Harris Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 720 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2024, an estimated $18.5K.
Beaird Harris Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
Beaird Harris Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $19.7K in Q4 2023.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.