Legacy Wealth Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$818K	Buy	30,582 +905	+3%	+$24.6K	0.18%	160
2026 Q1	$799K	Buy	29,677 +1,063	+4%	+$29.2K	0.19%	161
2025 Q4	$784K	Buy	28,614 +1,255	+5%	+$34.3K	0.19%	161
2025 Q3	$761K	Buy	27,359 +641	+2%	+$17.8K	0.19%	168
2025 Q2	$750K	Sell	26,718 -142	-0.5%	-$3.89K	0.19%	150
2025 Q1	$705K	Sell	26,860 -372	-1%	-$9.61K	0.19%	157
2024 Q4	$690K	Sell	27,232 -530	-2%	-$13.8K	0.19%	167
2024 Q3	$765K	Sell	27,762 -432	-2%	-$11.5K	0.21%	139
2024 Q2	$723K	Buy	28,194 +1,400	+5%	+$36.4K	0.2%	136
2024 Q1	$706K	Buy	26,794 +672	+3%	+$17.9K	0.2%	154
2023 Q4	$716K	Sell	26,122 -374	-1%	-$9.84K	0.23%	134
2023 Q3	$683K	Sell	26,496 -1,838	-6%	-$48.9K	0.25%	122
2023 Q2	$757K	Buy	28,334 +854	+3%	+$23.1K	0.26%	109
2023 Q1	$749K	Sell	27,480 -1,179	-4%	-$31.9K	0.27%	116
2022 Q4	$776K	Sell	28,659 -601	-2%	-$15.5K	0.3%	114
2022 Q3	$731K	Buy	29,260 +136	+0.5%	+$3.56K	0.32%	104
2022 Q2	$785K	Sell	29,124 -521	-2%	-$14.4K	0.32%	126
2022 Q1	$863K	Buy	29,645 +1,384	+5%	+$41.3K	0.31%	129
2021 Q4	$859K	Buy	28,261 +5,292	+23%	+$163K	0.29%	134
2021 Q3	$714K	Buy	22,969 +275	+1%	+$8.67K	0.33%	125
2021 Q2	$721K	Buy	22,694 +330	+1%	+$10.6K	0.32%	130
2021 Q1	$704K	Buy	22,364 +2,309	+12%	+$74.6K	0.33%	126
2020 Q4	$658K	Buy	+20,055	New	+$643K	0.33%	119

Other funds holding BWZ