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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.47M	Buy	128,810 +4,176	+3%	+$115K	﹤0.01%	1461
2025 Q4	$3.42M	Buy	124,634 +1,747	+1%	+$47.7K	﹤0.01%	1287
2025 Q3	$3.42M	Buy	122,887 +15,263	+14%	+$423K	﹤0.01%	1119
2025 Q2	$3.02M	Buy	107,624 +10,603	+11%	+$291K	﹤0.01%	1031
2025 Q1	$2.55M	Buy	97,021 +2,788	+3%	+$72K	﹤0.01%	1028
2024 Q4	$2.39M	Sell	94,233 -5,528	-6%	-$144K	﹤0.01%	1026
2024 Q3	$2.75M	Buy	99,761 +1,133	+1%	+$30.3K	﹤0.01%	907
2024 Q2	$2.53M	Sell	98,628 -1,961	-2%	-$50.9K	﹤0.01%	884
2024 Q1	$2.65M	Sell	100,589 -2,870	-3%	-$76.3K	﹤0.01%	853
2023 Q4	$2.83M	Sell	103,459 -10,891	-10%	-$286K	0.01%	769
2023 Q3	$2.95M	Sell	114,350 -11,884	-9%	-$316K	﹤0.01%	700
2023 Q2	$3.37M	Sell	126,234 -1,742	-1%	-$47.1K	﹤0.01%	640
2023 Q1	$3.49M	Sell	127,976 -1,498	-1%	-$40.6K	0.01%	596
2022 Q4	$3.5M	Buy	129,474 +2,642	+2%	+$68.2K	0.01%	574
2022 Q3	$3.17M	Sell	126,832 -90	-0.1%	-$2.36K	0.01%	551
2022 Q2	$3.42M	Sell	126,922 -78,681	-38%	-$2.18M	0.01%	548
2022 Q1	$5.99M	Sell	205,603 -101,933	-33%	-$3.05M	0.01%	417
2021 Q4	$9.35M	Sell	307,536 -35,327	-10%	-$1.09M	0.02%	299
2021 Q3	$10.7M	Sell	342,863 -11,313	-3%	-$357K	0.02%	254
2021 Q2	$11.2M	Sell	354,176 -25,670	-7%	-$825K	0.02%	250
2021 Q1	$12M	Sell	379,846 -18,488	-5%	-$598K	0.02%	243
2020 Q4	$13.1M	Buy	+398,334	New	+$12.8M	0.03%	215