EWM
BWZ icon

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

Elmwood 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
2024
Q4 		– Sell
-120,818
Closed -$3.33M – 129
2024
Q3 		$3.33M Sell
120,818
-7,348
-6% -$196K 1.37% 23
2024
Q2 		$3.29M Buy
128,166
+4,765
+4% +$124K 1.46% 19
2024
Q1 		$3.25M Buy
123,401
+47,575
+63% +$1.26M 1.39% 18
2023
Q4 		$2.08M Sell
75,826
-39,093
-34% -$1.03M 1.46% 18
2023
Q3 		$2.96M Sell
114,919
-5,493
-5% -$146K 1.43% 19
2023
Q2 		$3.22M Sell
120,412
-182
-0.2% -$4.92K 1.5% 16
2023
Q1 		$3.29M Buy
120,594
+6,875
+6% +$186K 1.55% 13
2022
Q4 		$3.08M Sell
113,719
-3,917
-3% -$101K 1.54% 14
2022
Q3 		$2.94M Buy
117,636
+26,030
+28% +$682K 1.47% 14
2022
Q2 		$2.47M Buy
91,606
+2,337
+3% +$64.8K 1.4% 19
2022
Q1 		$2.6M Buy
89,269
+43,984
+97% +$1.31M 1.33% 23
2021
Q4 		$1.38M Buy
+45,285
New +$1.39M 0.66% 58
2021
Q2 		$1.89M Buy
59,547
+2,270
+4% +$73K 1% 33
2021
Q1 		$1.8M Buy
+57,277
New +$1.85M 1.1% 28
2020
Q3 		$1.07M Hold
35,033
– – 0.87% 38
2020
Q2 		$1.07M Buy
+35,033
New +$1.05M 0.87% 38
2020
Q1 		– Sell
-30,018
Closed -$927K – 304
2019
Q4 		$927K Sell
30,018
-1,765
-6% -$53.9K 0.81% 56
2019
Q3 		$963K Buy
31,783
+3,880
+14% +$119K 0.97% 45
2019
Q2 		$867K Buy
27,903
+7,220
+35% +$221K 0.77% 52
2019
Q1 		$632K Buy
20,683
+2,608
+14% +$80.3K 0.58% 62
2018
Q4 		$555K Sell
18,075
-4,510
-20% -$139K 0.54% 63
2018
Q3 		$704K Buy
+22,585
New +$705K 0.58% 64

Other funds holding BWZ

QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Elmwood Wealth Management's BWZ Position: Q4 2024 in Review

Elmwood Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2024, closing a stake of 120,818 shares — an estimated $3.33M sold.

Elmwood Wealth Management first reported a position in BWZ in Q3 2018 and held it in 22 quarters. The position peaked at $3.33M in Q3 2024. 42 funds tracked by Wall St. Rank hold BWZ as of Q4 2024.

  • Elmwood Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 120,818 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2024, an estimated $3.33M.
  • Elmwood Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2018 and held it in 22 quarters.
  • Elmwood Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $3.33M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2024.

Based on Elmwood Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.