Grey Fox Wealth Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Grey Fox Wealth 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
2023 Q2	–	Sell	-206	Closed	-$5.62K	–	158
2023 Q1	$5.62K	Hold	206	–	–	﹤0.01%	344
2022 Q4	$5.57K	Buy	+206	New	+$5.32K	﹤0.01%	312

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

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

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

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

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

EWM

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

Grey Fox Wealth Advisors's BWZ Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2023, closing a stake of 206 shares — an estimated $5.62K sold.

Grey Fox Wealth Advisors first reported a position in BWZ in Q4 2022 and held it in 2 quarters. The position peaked at $5.62K in Q1 2023. 40 funds tracked by Wall St. Rank hold BWZ as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 206 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2023, an estimated $5.62K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $5.62K in Q1 2023.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.