Cerity Partners’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
43,673
+33,620
| +334% | +$790K | ﹤0.01% | 1512 |
|
|
2025
Q1 | $220K | Hold |
10,053
| – | – | ﹤0.01% | 2164 |
|
|
2024
Q4 | $215K | Sell |
10,053
-214
| -2% | -$4.58K | ﹤0.01% | 2206 |
|
|
2024
Q3 | $240K | Buy |
10,267
+214
| +2% | +$5K | ﹤0.01% | 2213 |
|
|
2024
Q2 | $215K | Buy |
10,053
+1,030
| +11% | +$22.1K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $201K | Sell |
9,023
-134
| -1% | -$2.98K | ﹤0.01% | 2111 |
|
|
2023
Q4 | $212K | Buy |
+9,157
| New | +$212K | ﹤0.01% | 1684 |
|
|
2023
Q3 | – | Sell |
-11,965
| Closed | -$270K | – | 1426 |
|
|
2023
Q2 | $270K | Buy |
+11,965
| New | +$270K | ﹤0.01% | 1430 |
|