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Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-432
Closed -$10K – 429
2022
Q3 		$10K Buy
+432
New +$11.3K ﹤0.01% 722

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $2.22B AUM 23.18% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Creative Planning
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

Householder Group Estate & Retirement Specialist's BWZ Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2022, closing a stake of 432 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in BWZ in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 49 funds tracked by Wall St. Rank hold BWZ as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 432 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2022, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $10K in Q3 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.