Heritage Wealth Management (Arizona)’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$8.93K	Buy	330 +165	+100%	+$4.26K	﹤0.01%	791
2022 Q3	$4K	Sell	165 -900	-85%	-$23.6K	﹤0.01%	772
2022 Q2	$28.7K	Hold	1,065	–	–	0.01%	492
2022 Q1	$31K	Buy	+1,065	New	+$31.8K	0.01%	534

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

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BWZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 100% in Q4 2022, buying an estimated $4.26K and bringing the position to 330 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Heritage Wealth Management (Arizona) first reported a position in BWZ in Q1 2022 and has held it in 4 quarters since. The position peaked at $31K in Q1 2022. 49 funds tracked by Wall St. Rank hold BWZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 330 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $8.93K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 165 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2022, an estimated $4.26K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #791 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2022 and has held it in 4 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $31K in Q1 2022.
49 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.