First Allied Advisory Services’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

First Allied Advisory Services’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
2020 Q3	$389K	Sell	12,383 -1,474	-11%	-$46.2K	0.01%	803
2020 Q2	$423K	Buy	+13,857	New	+$415K	0.02%	705

Other funds holding BWZ

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

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

PSUF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

RRC

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

First Allied Advisory Services's BWZ Position: Q3 2020 in Review

First Allied Advisory Services reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 11% in Q3 2020, selling an estimated $46.2K and leaving 12,383 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #803.

First Allied Advisory Services first reported a position in BWZ in Q2 2020 and has held it in 2 quarters since. The position peaked at $423K in Q2 2020. 39 funds tracked by Wall St. Rank hold BWZ as of Q3 2020.

First Allied Advisory Services held 12,383 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $389K as of Q3 2020.
First Allied Advisory Services sold 1,474 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2020, an estimated $46.2K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #803 holding.
First Allied Advisory Services first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2020 and has held it in 2 quarters since.
First Allied Advisory Services's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $423K in Q2 2020.
39 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.