Clearstead Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Clearstead Advisors’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
2024 Q4	–	Sell	-3,509	Closed	-$96.6K	–	2108
2024 Q3	$96.6K	Hold	3,509	–	–	﹤0.01%	1034
2024 Q2	$90K	Hold	3,509	–	–	﹤0.01%	1020
2024 Q1	$91.1K	Hold	3,509	–	–	﹤0.01%	622
2023 Q4	$96.1K	Sell	3,509 -3,509	-50%	-$92.3K	0.01%	594
2023 Q3	$181K	Buy	7,018 +3,509	+100%	+$93.3K	0.01%	586
2023 Q2	$93.8K	Hold	3,509	–	–	0.01%	592
2023 Q1	$95.7K	Hold	3,509	–	–	0.01%	519
2022 Q4	$95K	Hold	3,509	–	–	0.01%	512
2022 Q3	$88K	Hold	3,509	–	–	0.01%	500
2022 Q2	$95K	Hold	3,509	–	–	0.01%	509
2022 Q1	$102K	Hold	3,509	–	–	0.01%	545
2021 Q4	$107K	Hold	3,509	–	–	0.01%	513
2021 Q3	$109K	Hold	3,509	–	–	0.01%	465
2021 Q2	$111K	Hold	3,509	–	–	0.01%	435
2021 Q1	$111K	Hold	3,509	–	–	0.01%	418
2020 Q4	$115K	Hold	3,509	–	–	0.01%	392
2020 Q3	$110K	Hold	3,509	–	–	0.01%	359
2020 Q2	$107K	Hold	3,509	–	–	0.01%	342
2020 Q1	$104K	Buy	+3,509	New	+$106K	0.02%	322

Other funds holding BWZ

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

CCA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MSWM

Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Clearstead Advisors's BWZ Position: Q4 2024 in Review

Clearstead Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2024, closing a stake of 3,509 shares — an estimated $96.6K sold.

Clearstead Advisors first reported a position in BWZ in Q1 2020 and held it in 19 quarters. The position peaked at $181K in Q3 2023. 42 funds tracked by Wall St. Rank hold BWZ as of Q4 2024.

Clearstead Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Clearstead Advisors sold 3,509 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2024, an estimated $96.6K.
Clearstead Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2020 and held it in 19 quarters.
Clearstead Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $181K in Q3 2023.
42 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.