Convergence Financial’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 | $1.06M | Buy |
45,054
+13,196
| +41% | +$310K | 0.18% | 73 |
|
|
2025
Q1 | $696K | Sell |
31,858
-1,056
| -3% | -$23.1K | 0.14% | 85 |
|
|
2024
Q4 | $704K | Sell |
32,914
-1,788
| -5% | -$38.2K | 0.14% | 74 |
|
|
2024
Q3 | $811K | Buy |
34,702
+8,759
| +34% | +$205K | 0.17% | 68 |
|
|
2024
Q2 | $556K | Buy |
25,943
+10,351
| +66% | +$222K | 0.15% | 82 |
|
|
2024
Q1 | $347K | Buy |
+15,592
| New | +$347K | 0.14% | 40 |
|