Creative Planning’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
107,624
+10,603
| +11% | +$298K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $2.55M | Buy |
97,021
+2,788
| +3% | +$73.2K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $2.39M | Sell |
94,233
-5,528
| -6% | -$140K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $2.75M | Buy |
99,761
+1,133
| +1% | +$31.2K | ﹤0.01% | 907 |
|
|
2024
Q2 | $2.53M | Sell |
98,628
-1,961
| -2% | -$50.3K | ﹤0.01% | 882 |
|
|
2024
Q1 | $2.65M | Sell |
100,589
-2,870
| -3% | -$75.7K | ﹤0.01% | 852 |
|
|
2023
Q4 | $2.83M | Sell |
103,459
-10,891
| -10% | -$298K | 0.01% | 767 |
|
|
2023
Q3 | $2.95M | Sell |
114,350
-11,884
| -9% | -$306K | ﹤0.01% | 700 |
|
|
2023
Q2 | $3.37M | Sell |
126,234
-1,742
| -1% | -$46.5K | ﹤0.01% | 640 |
|
|
2023
Q1 | $3.49M | Sell |
127,976
-1,498
| -1% | -$40.9K | 0.01% | 596 |
|
|
2022
Q4 | $3.5M | Buy |
129,474
+2,642
| +2% | +$71.5K | 0.01% | 573 |
|
|
2022
Q3 | $3.17M | Sell |
126,832
-90
| -0.1% | -$2.25K | 0.01% | 550 |
|
|
2022
Q2 | $3.42M | Sell |
126,922
-78,681
| -38% | -$2.12M | 0.01% | 547 |
|
|
2022
Q1 | $5.99M | Sell |
205,603
-101,933
| -33% | -$2.97M | 0.01% | 417 |
|
|
2021
Q4 | $9.35M | Sell |
307,536
-35,327
| -10% | -$1.07M | 0.02% | 299 |
|
|
2021
Q3 | $10.7M | Sell |
342,863
-11,313
| -3% | -$352K | 0.02% | 254 |
|
|
2021
Q2 | $11.2M | Sell |
354,176
-25,670
| -7% | -$815K | 0.02% | 250 |
|
|
2021
Q1 | $12M | Sell |
379,846
-18,488
| -5% | -$582K | 0.02% | 241 |
|
|
2020
Q4 | $13.1M | Buy |
+398,334
| New | +$13.1M | 0.03% | 211 |
|