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

Global Retirement Partners’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 Q4	$2.71K	Hold	99	–	–	﹤0.01%	3635
2025 Q3	$2.75K	Sell	99 -3,118	-97%	-$86.5K	﹤0.01%	3203
2025 Q2	$90.3K	Buy	+3,217	New	+$88.2K	﹤0.01%	1491
2024 Q4	$2.51K	Buy	99 +42	+74%	+$1.1K	﹤0.01%	2988
2024 Q3	$1.57K	Buy	+57	New	+$1.52K	﹤0.01%	3008
2023 Q3	–	Sell	-9,067	Closed	-$242K	–	3260
2023 Q2	$242K	Buy	9,067 +23	+0.3%	+$622	0.01%	629
2023 Q1	$247K	Buy	9,044 +25	+0.3%	+$677	0.01%	595
2022 Q4	$244K	Buy	9,019 +19	+0.2%	+$491	0.02%	541
2022 Q3	$225K	Buy	9,000 +7,000	+350%	+$183K	0.02%	536
2022 Q2	$54K	Buy	+2,000	New	+$55.5K	﹤0.01%	962

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

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

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return