Caldwell Trust’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51K | Hold |
125
|
|
||||
|
2025
Q1 | $3.28K | Hold |
125
|
|
||||
|
2024
Q4 | $3.17K | Hold |
125
|
|
||||
|
2024
Q3 | $3.44K | Hold |
125
|
|
||||
|
2024
Q2 | $3.21K | Hold |
125
|
|
||||
|
2024
Q1 | $3.29K | Sell |
125
-694
|
|
||||
|
2023
Q4 | $22.4K | Hold |
819
|
|
||||
|
2023
Q3 | $21.1K | Hold |
819
|
|
||||
|
2023
Q2 | $21.9K | Hold |
819
|
|
||||
|
2023
Q1 | $22.3K | Hold |
819
|
|
||||
|
2022
Q4 | $22.2K | Hold |
819
|
|
||||
|
2022
Q3 | $20.5K | Hold |
819
|
|
||||
|
2022
Q2 | $22.1K | Hold |
819
|
|
||||
|
2022
Q1 | $23.8K | Hold |
819
|
|
||||
|
2021
Q4 | $24.9K | Hold |
819
|
|
||||
|
2021
Q3 | $25.5K | Hold |
819
|
|
||||
|
2021
Q2 | $26K | Hold |
819
|
|
||||
|
2021
Q1 | $25.8K | Hold |
819
|
|
||||
|
2020
Q4 | $26.9K | Hold |
819
|
|
||||
|
2020
Q3 | $25.7K | Hold |
819
|
|
||||
|
2020
Q2 | $25K | Hold |
819
|
|
||||
|
2020
Q1 | $24.3K | Hold |
819
|
|
||||
|
2019
Q4 | $25.3K | Buy |
+819
|
|