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Godsey & Gibb Inc’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Godsey & Gibb Inc’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
Q1 		– Sell
-278
Closed -$7.62K – 392
2023
Q4 		$7.62K Buy
+278
New +$7.31K ﹤0.01% 283

Other funds holding BWZ

Envestnet Asset Management
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Mercer Global Advisors
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
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Godsey & Gibb Inc's BWZ Position: Q1 2024 in Review

Godsey & Gibb Inc sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2024, closing a stake of 278 shares — an estimated $7.62K sold.

Godsey & Gibb Inc first reported a position in BWZ in Q4 2023 and held it in 1 quarter. The position peaked at $7.62K in Q4 2023. 40 funds tracked by Wall St. Rank hold BWZ as of Q1 2024.

  • Godsey & Gibb Inc reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 278 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2024, an estimated $7.62K.
  • Godsey & Gibb Inc first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Godsey & Gibb Inc's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $7.62K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2024.

Based on Godsey & Gibb Inc's 13F filing for Q1 2024, filed 23 Apr 2024.