EWA
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EverSource Wealth Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

EverSource Wealth Advisors’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
2025
Q1 		– Sell
-3
Closed -$76 – 4045
2024
Q4 		$76 Buy
+3
New +$78 ﹤0.01% 3589

Other funds holding BWZ

QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EverSource Wealth Advisors's BWZ Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2025, closing a stake of 3 shares — an estimated $76 sold.

EverSource Wealth Advisors first reported a position in BWZ in Q4 2024 and held it in 1 quarter. The position peaked at $76 in Q4 2024. 41 funds tracked by Wall St. Rank hold BWZ as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2025, an estimated $76.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $76 in Q4 2024.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.