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

GenTrust’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
-12,117
Closed -$334K – 205
2024
Q3 		$334K Buy
+12,117
New +$324K 0.02% 155

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

GenTrust's BWZ Position: Q4 2024 in Review

GenTrust sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2024, closing a stake of 12,117 shares — an estimated $334K sold.

GenTrust first reported a position in BWZ in Q3 2024 and held it in 1 quarter. The position peaked at $334K in Q3 2024. 42 funds tracked by Wall St. Rank hold BWZ as of Q4 2024.

  • GenTrust reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • GenTrust sold 12,117 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2024, an estimated $334K.
  • GenTrust first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • GenTrust's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $334K 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 GenTrust's 13F filing for Q4 2024, filed 5 Feb 2025.