EverSource Wealth Advisors’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-259
Closed -$5.65K 4258
2025
Q1
$5.65K Buy
259
+1
+0.4% +$22 ﹤0.01% 2432
2024
Q4
$5.53K Hold
258
﹤0.01% 2296
2024
Q3
$6.03K Sell
258
-778
-75% -$18.2K ﹤0.01% 2149
2024
Q2
$23K Buy
1,036
+834
+413% +$18.5K ﹤0.01% 1439
2024
Q1
$4.32K Buy
+202
New +$4.32K ﹤0.01% 2115