Jackson Creek Investment Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Jackson Creek Investment 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
2022 Q1	–	Sell	-25,659	Closed	-$780K	–	310
2021 Q4	$780K	Sell	25,659 -10,257	-29%	-$315K	0.28%	192
2021 Q3	$1.12M	Buy	35,916 +484	+1%	+$15.3K	0.41%	89
2021 Q2	$1.13M	Buy	35,432 +2,412	+7%	+$77.5K	0.42%	91
2021 Q1	$1.04M	Buy	33,020 +980	+3%	+$31.7K	0.36%	145
2020 Q4	$1.05M	Buy	32,040 +1,066	+3%	+$34.2K	0.41%	88
2020 Q3	$972K	Buy	+30,974	New	+$970K	0.44%	52

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

CCA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CFGS

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

WCFA

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

Jackson Creek Investment Advisors's BWZ Position: Q1 2022 in Review

Jackson Creek Investment Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2022, closing a stake of 25,659 shares — an estimated $780K sold.

Jackson Creek Investment Advisors first reported a position in BWZ in Q3 2020 and held it in 6 quarters. The position peaked at $1.13M in Q2 2021. 48 funds tracked by Wall St. Rank hold BWZ as of Q1 2022.

Jackson Creek Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 25,659 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2022, an estimated $780K.
Jackson Creek Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2020 and held it in 6 quarters.
Jackson Creek Investment Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.13M in Q2 2021.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.