Brookstone Capital Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Brookstone Capital 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
2023 Q1	–	Sell	-14,271	Closed	-$387K	–	836
2022 Q4	$387K	Buy	+14,271	New	+$368K	0.01%	646

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

CCA

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

FMP

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

WCFA

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

Brookstone Capital Management's BWZ Position: Q1 2023 in Review

Brookstone Capital Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2023, closing a stake of 14,271 shares — an estimated $387K sold.

Brookstone Capital Management first reported a position in BWZ in Q4 2022 and held it in 1 quarter. The position peaked at $387K in Q4 2022. 44 funds tracked by Wall St. Rank hold BWZ as of Q1 2023.

Brookstone Capital Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Brookstone Capital Management sold 14,271 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2023, an estimated $387K.
Brookstone Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
Brookstone Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $387K in Q4 2022.
44 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2023.

Based on Brookstone Capital Management's 13F filing for Q1 2023, filed 19 Apr 2023.