Concord Wealth 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
$3K Buy
128
+1
+0.8% +$23 ﹤0.01% 686
2025
Q1
$2.78K Hold
127
﹤0.01% 652
2024
Q4
$2.71K Buy
127
+1
+0.8% +$21 ﹤0.01% 683
2024
Q3
$2.94K Buy
126
+1
+0.8% +$23 ﹤0.01% 703
2024
Q2
$2.68K Hold
125
﹤0.01% 640
2024
Q1
$2.77K Buy
125
+1
+0.8% +$22 ﹤0.01% 719
2023
Q4
$2.88K Hold
124
﹤0.01% 684
2023
Q3
$2.62K Buy
124
+1
+0.8% +$21 ﹤0.01% 830
2023
Q2
$2.77K Buy
123
+1
+0.8% +$23 ﹤0.01% 813
2023
Q1
$2.83K Hold
122
﹤0.01% 763
2022
Q4
$2.74K Buy
+122
New +$2.74K ﹤0.01% 885