Creative Financial Designs’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Creative Financial Designs’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
2026 Q1	$27.7K	Buy	1,031 +4	+0.4%	+$110	﹤0.01%	1097
2025 Q4	$28.2K	Buy	1,027 +6	+0.6%	+$164	﹤0.01%	1059
2025 Q3	$28.4K	Sell	1,021 -1,400	-58%	-$38.8K	﹤0.01%	1034
2025 Q2	$68K	Buy	2,421 +7	+0.3%	+$192	﹤0.01%	774
2025 Q1	$63.4K	Sell	2,414 -6,048	-71%	-$156K	0.01%	746
2024 Q4	$214K	Buy	+8,462	New	+$221K	0.02%	431
2018 Q4	–	Sell	-331	Closed	-$10K	–	604
2018 Q3	$10K	Hold	331	–	–	0.01%	431
2018 Q2	$10K	Hold	331	–	–	0.01%	462
2018 Q1	$11K	Buy	+331	New	+$10.9K	0.01%	413

Other funds holding BWZ

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

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

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return