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

GHP Investment 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
2022
Q3 		– Sell
-87
Closed -$2K – 903
2022
Q2 		$2K Buy
+87
New +$2.41K ﹤0.01% 841

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

GHP Investment Advisors's BWZ Position: Q3 2022 in Review

GHP Investment Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2022, closing a stake of 87 shares — an estimated $2K sold.

GHP Investment Advisors first reported a position in BWZ in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 43 funds tracked by Wall St. Rank hold BWZ as of Q3 2022.

  • GHP Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 87 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2022, an estimated $2K.
  • GHP Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2022 and held it in 1 quarter.
  • GHP Investment Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2022.

Based on GHP Investment Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.