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Burleson & Co’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Burleson & Co’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
2022
Q4 		$2.19K Hold
81
– – ﹤0.01% 332
2022
Q3 		$2K Hold
81
– – ﹤0.01% 344
2022
Q2 		$2K Buy
+81
New +$2.25K ﹤0.01% 336

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Creative Planning
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

Burleson & Co's BWZ Position: Q4 2022 in Review

Burleson & Co held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q4 2022 at 81 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Burleson & Co first reported a position in BWZ in Q2 2022 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold BWZ as of Q4 2022.

  • Burleson & Co held 81 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.19K as of Q4 2022.
  • Burleson & Co left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q4 2022.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #332 holding.
  • Burleson & Co first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.