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

Columbus Macro’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
2021 Q1	–	Sell	-36,026	Closed	-$1.18M	–	169
2020 Q4	$1.18M	Sell	36,026 -568	-2%	-$18.2K	0.36%	81
2020 Q3	$1.15M	Sell	36,594 -1,516	-4%	-$47.5K	0.35%	78
2020 Q2	$1.16M	Buy	38,110 +11,663	+44%	+$349K	0.32%	71
2020 Q1	$784K	Buy	26,447 +1,851	+8%	+$55.9K	0.23%	83
2019 Q4	$759K	Buy	+24,596	New	+$751K	0.17%	98

Other funds holding BWZ

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

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CCA

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

Columbus Macro's BWZ Position: Q1 2021 in Review

Columbus Macro sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2021, closing a stake of 36,026 shares — an estimated $1.18M sold.

Columbus Macro first reported a position in BWZ in Q4 2019 and held it in 5 quarters. The position peaked at $1.18M in Q4 2020. 42 funds tracked by Wall St. Rank hold BWZ as of Q1 2021.

Columbus Macro reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Columbus Macro sold 36,026 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2021, an estimated $1.18M.
Columbus Macro first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Columbus Macro's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.18M in Q4 2020.
42 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2021.

Based on Columbus Macro's 13F filing for Q1 2021, filed 23 Apr 2021.