Destination Wealth Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-289	Closed	-$9K	–	191
2019 Q2	$9K	Hold	289	–	–	﹤0.01%	438
2019 Q1	$9K	Hold	289	–	–	﹤0.01%	488
2018 Q4	$9K	Hold	289	–	–	﹤0.01%	411
2018 Q3	$9K	Sell	289 -131	-31%	-$4.09K	﹤0.01%	467
2018 Q2	$13K	Hold	420	–	–	﹤0.01%	374
2018 Q1	$14K	Buy	+420	New	+$13.8K	﹤0.01%	365
2016 Q2	–	Sell	-34,465	Closed	-$1.02M	–	149
2016 Q1	$1.02M	Hold	34,465	–	–	0.1%	79
2015 Q4	$1.02M	Sell	34,465 -45,897	-57%	-$1.37M	0.1%	79
2015 Q3	$2.42M	Buy	80,362 +4,946	+7%	+$149K	0.27%	56
2015 Q2	$2.31M	Buy	75,416 +8,227	+12%	+$253K	0.15%	94
2015 Q1	$2.04M	Buy	67,189 +3,645	+6%	+$113K	0.22%	50
2014 Q4	$2.05M	Sell	63,544 -8,147	-11%	-$272K	0.21%	54
2014 Q3	$2.44M	Buy	71,691 +3,858	+6%	+$137K	0.26%	49
2014 Q2	$2.48M	Buy	67,833 +293	+0.4%	+$10.6K	0.26%	55
2014 Q1	$2.43M	Buy	67,540 +1,990	+3%	+$71.3K	0.26%	54
2013 Q4	$2.35M	Buy	65,550 +19,428	+42%	+$700K	0.25%	55
2013 Q3	$1.66M	Sell	46,122 -153	-0.3%	-$5.41K	0.19%	56
2013 Q2	$1.61M	Buy	+46,275	New	+$1.63M	0.2%	57

Other funds holding BWZ

PSUF

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

WCM

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

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

RRC

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destination Wealth Management's BWZ Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2019, closing a stake of 289 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in BWZ in Q2 2013 and held it in 18 quarters. The position peaked at $2.48M in Q2 2014. 32 funds tracked by Wall St. Rank hold BWZ as of Q3 2019.

Destination Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 289 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2019, an estimated $9K.
Destination Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 18 quarters.
Destination Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.48M in Q2 2014.
32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.