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

Milestone Asset Management’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
2023 Q1	–	Sell	-174,786	Closed	-$4.83M	–	75
2022 Q4	$4.83M	Buy	+174,786	New	+$4.51M	2.87%	13

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Creative Planning

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Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

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