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

Freedom Wealth Alliance’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
2023 Q3	–	Sell	-10,786	Closed	-$297K	–	50
2023 Q2	$297K	Sell	10,786 -970	-8%	-$26.2K	0.41%	41
2023 Q1	$321K	Sell	11,756 -150	-1%	-$4.07K	0.48%	36
2022 Q4	$322K	Buy	+11,906	New	+$307K	0.45%	35

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

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

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Freedom Wealth Alliance's BWZ Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2023, closing a stake of 10,786 shares — an estimated $297K sold.

Freedom Wealth Alliance first reported a position in BWZ in Q4 2022 and held it in 3 quarters. The position peaked at $322K in Q4 2022. 35 funds tracked by Wall St. Rank hold BWZ as of Q3 2023.

Freedom Wealth Alliance reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 10,786 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2023, an estimated $297K.
Freedom Wealth Alliance first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
Freedom Wealth Alliance's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $322K in Q4 2022.
35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.