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

Boston Standard 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
2015 Q3	–	Sell	-10,244	Closed	-$314K	–	25
2015 Q2	$314K	Sell	10,244 -15,813	-61%	-$487K	0.29%	23
2015 Q1	$790K	Sell	26,057 -19,905	-43%	-$618K	0.74%	19
2014 Q4	$1.47M	Buy	+45,962	New	+$1.53M	1.45%	15

Other funds holding BWZ

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

CMP

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Boston Standard Wealth Management's BWZ Position: Q3 2015 in Review

Boston Standard Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2015, closing a stake of 10,244 shares — an estimated $314K sold.

Boston Standard Wealth Management first reported a position in BWZ in Q4 2014 and held it in 3 quarters. The position peaked at $1.47M in Q4 2014. 33 funds tracked by Wall St. Rank hold BWZ as of Q3 2015.

Boston Standard Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
Boston Standard Wealth Management sold 10,244 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2015, an estimated $314K.
Boston Standard Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2014 and held it in 3 quarters.
Boston Standard Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.47M in Q4 2014.
33 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2015.

Based on Boston Standard Wealth Management's 13F filing for Q3 2015, filed 9 Oct 2015.