Lugano Financial Advisors SA (LFA)’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
$195K Buy
7,271
+814
+13% +$22.4K 0.1% 82
2025
Q4
$177K Sell
6,457
-1,937
-23% -$52.9K 0.09% 86
2025
Q3
$233K Buy
8,394
+407
+5% +$11.3K 0.12% 72
2025
Q2
$223K Hold
7,987
0.13% 70
2025
Q1
$210K Buy
7,987
+723
+10% +$18.7K 0.14% 67
2024
Q4
$184K Sell
7,264
-538
-7% -$14.1K 0.12% 78
2024
Q3
$215K Hold
7,802
0.15% 69
2024
Q2
$200K Buy
7,802
+1,347
+21% +$35K 0.15% 63
2024
Q1
$170K Hold
6,455
0.12% 76
2023
Q4
$177K Sell
6,455
-702
-10% -$18.5K 0.14% 59
2023
Q3
$184K Hold
7,157
0.16% 56
2023
Q2
$191K Hold
7,157
0.13% 76
2023
Q1
$195K Hold
7,157
0.15% 49
2022
Q4
$194K Sell
7,157
-458
-6% -$11.8K 0.14% 60
2022
Q3
$190K Hold
7,615
0.15% 66
2022
Q2
$205K Buy
7,615
+785
+11% +$21.8K 0.14% 59
2022
Q1
$198K Buy
+6,830
New +$204K 0.13% 65

Other funds holding BWZ