Courage Miller Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Courage Miller Partners’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
2020 Q1	–	Sell	-6,917	Closed	-$213K	–	67
2019 Q4	$213K	Buy	+6,917	New	+$211K	0.11%	73
2019 Q3	–	Sell	-9,897	Closed	-$307K	–	69
2019 Q2	$307K	Sell	9,897 -60,382	-86%	-$1.85M	0.17%	66
2019 Q1	$2.15M	Sell	70,279 -2,799	-4%	-$86.2K	1.21%	25
2018 Q4	$2.24M	Sell	73,078 -1,469	-2%	-$45.2K	1.33%	23
2018 Q3	$2.32M	Sell	74,547 -1,175	-2%	-$36.7K	1.34%	24
2018 Q2	$2.37M	Sell	75,722 -2,681	-3%	-$86K	1.41%	24
2018 Q1	$2.59M	Sell	78,403 -2,385	-3%	-$78.5K	1.57%	23
2017 Q4	$2.59M	Sell	80,788 -895	-1%	-$28.5K	1.57%	21
2017 Q3	$2.61M	Sell	81,683 -1,052	-1%	-$33.7K	1.63%	20
2017 Q2	$2.6M	Sell	82,735 -212	-0.3%	-$6.52K	1.71%	20
2017 Q1	$2.52M	Sell	82,947 -2,873	-3%	-$86K	1.74%	20
2016 Q4	$2.51M	Sell	85,820 -14,001	-14%	-$425K	1.75%	19
2016 Q3	$3.17M	Buy	99,821 +439	+0.4%	+$13.9K	2.2%	16
2016 Q2	$3.12M	Sell	99,382 -3,907	-4%	-$123K	2.23%	16
2016 Q1	$3.23M	Sell	103,289 -2,884	-3%	-$87.2K	2.26%	12
2015 Q4	$3.16M	Buy	106,173 +2,997	+3%	+$89.7K	2.18%	13
2015 Q3	$3.1M	Sell	103,176 -1,487	-1%	-$44.9K	2.31%	12
2015 Q2	$3.21M	Sell	104,663 -465	-0.4%	-$14.3K	2.39%	12
2015 Q1	$3.19M	Sell	105,128 -4,107	-4%	-$128K	2.39%	15
2014 Q4	$3.52M	Buy	109,235 +452	+0.4%	+$15.1K	2.91%	12
2014 Q3	$3.7M	Buy	108,783 +1,845	+2%	+$65.7K	2.88%	13
2014 Q2	$3.9M	Sell	106,938 -615	-0.6%	-$22.3K	2.86%	11
2014 Q1	$3.87M	Sell	107,553 -3,906	-4%	-$140K	3.05%	11
2013 Q4	$3.99M	Sell	111,459 -12,609	-10%	-$454K	3.38%	12
2013 Q3	$4.47M	Sell	124,068 -4,090	-3%	-$145K	3.67%	8
2013 Q2	$4.46M	Buy	+128,158	New	+$4.52M	4.05%	8

Other funds holding BWZ

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

WCM

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $79.5B AUM 27.1% 1-Year Est. Return

Courage Miller Partners's BWZ Position: Q1 2020 in Review

Courage Miller Partners sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2020, closing a stake of 6,917 shares — an estimated $213K sold.

Courage Miller Partners first reported a position in BWZ in Q2 2013 and held it in 26 quarters. The position peaked at $4.47M in Q3 2013. 40 funds tracked by Wall St. Rank hold BWZ as of Q1 2020.

Courage Miller Partners reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Courage Miller Partners sold 6,917 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2020, an estimated $213K.
Courage Miller Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 26 quarters.
Courage Miller Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $4.47M in Q3 2013.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2020.

Based on Courage Miller Partners's 13F filing for Q1 2020, filed 14 Apr 2020.