Lugano Financial Advisors SA (LFA)’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
7,987
| – | – | 0.13% | 70 |
|
|
2025
Q1 | $210K | Buy |
7,987
+723
| +10% | +$19K | 0.14% | 67 |
|
|
2024
Q4 | $184K | Sell |
7,264
-538
| -7% | -$13.6K | 0.12% | 78 |
|
|
2024
Q3 | $215K | Hold |
7,802
| – | – | 0.15% | 69 |
|
|
2024
Q2 | $200K | Buy |
7,802
+1,347
| +21% | +$34.5K | 0.15% | 63 |
|
|
2024
Q1 | $170K | Hold |
6,455
| – | – | 0.12% | 76 |
|
|
2023
Q4 | $177K | Sell |
6,455
-702
| -10% | -$19.2K | 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% | -$12.4K | 0.14% | 60 |
|
|
2022
Q3 | $190K | Hold |
7,615
| – | – | 0.15% | 66 |
|
|
2022
Q2 | $205K | Buy |
7,615
+785
| +11% | +$21.1K | 0.14% | 59 |
|
|
2022
Q1 | $198K | Buy |
+6,830
| New | +$198K | 0.13% | 65 |
|