Carson Wealth (CWM LLC)’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Hold |
2,000
| – | – | ﹤0.01% | 3181 |
|
|
2025
Q1 | $53K | Hold |
2,000
| – | – | ﹤0.01% | 2925 |
|
|
2024
Q4 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 2777 |
|
|
2024
Q3 | $55K | Hold |
2,000
| – | – | ﹤0.01% | 2610 |
|
|
2024
Q2 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 2459 |
|
|
2024
Q1 | $53K | Buy |
+2,000
| New | +$53K | ﹤0.01% | 2248 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$9K | – | 1205 |
|
|
2017
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 768 |
|
|
2016
Q4 | $9K | Sell |
300
-170
| -36% | -$5.1K | ﹤0.01% | 745 |
|
|
2016
Q3 | $15K | Hold |
470
| – | – | ﹤0.01% | 597 |
|
|
2016
Q2 | $15K | Hold |
470
| – | – | ﹤0.01% | 495 |
|
|
2016
Q1 | $15K | Hold |
470
| – | – | ﹤0.01% | 475 |
|
|
2015
Q4 | $14K | Buy |
+470
| New | +$14K | ﹤0.01% | 425 |
|