LPL Financial’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 Q1	$335K	Sell	12,457 -1,964	-14%	-$53.9K	﹤0.01%	5114
2025 Q4	$395K	Sell	14,421 -945	-6%	-$25.8K	﹤0.01%	4931
2025 Q3	$427K	Sell	15,366 -2,323	-13%	-$64.4K	﹤0.01%	4748
2025 Q2	$497K	Buy	+17,689	New	+$485K	﹤0.01%	4402
2023 Q2	–	Sell	-9,638	Closed	-$263K	–	4599
2023 Q1	$263K	Sell	9,638 -6,747	-41%	-$183K	﹤0.01%	3840
2022 Q4	$443K	Sell	16,385 -2,963	-15%	-$76.5K	﹤0.01%	3364
2022 Q3	$483K	Buy	19,348 +3,629	+23%	+$95.1K	﹤0.01%	3194
2022 Q2	$424K	Buy	15,719 +3,202	+26%	+$88.8K	﹤0.01%	3342
2022 Q1	$364K	Sell	12,517 -213	-2%	-$6.36K	﹤0.01%	3428
2021 Q4	$387K	Sell	12,730 -3,448	-21%	-$106K	﹤0.01%	3497
2021 Q3	$503K	Buy	16,178 +6,414	+66%	+$202K	﹤0.01%	3203
2021 Q2	$310K	Buy	+9,764	New	+$314K	﹤0.01%	3568
2021 Q1	–	Sell	-28,708	Closed	-$942K	–	4088
2020 Q4	$942K	Buy	+28,708	New	+$920K	﹤0.01%	2232
2019 Q2	–	Sell	-7,888	Closed	-$241K	–	3287
2019 Q1	$241K	Sell	7,888 -1,844	-19%	-$56.8K	﹤0.01%	2808
2018 Q4	$299K	Buy	+9,732	New	+$299K	﹤0.01%	2467
2018 Q3	–	Sell	-24,071	Closed	-$753K	–	3239
2018 Q2	$753K	Buy	+24,071	New	+$772K	﹤0.01%	1856
2015 Q3	–	Sell	-6,678	Closed	-$204K	–	2793
2015 Q2	$204K	Sell	6,678 -85	-1%	-$2.62K	﹤0.01%	2610
2015 Q1	$205K	Sell	6,763 -1,094	-14%	-$34K	﹤0.01%	2542
2014 Q4	$253K	Buy	+7,857	New	+$262K	﹤0.01%	2309