MAM
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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

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Milestone Asset Management's BWZ Position: Q1 2023 in Review

Milestone Asset Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2023, closing a stake of 174,786 shares — an estimated $4.83M sold.

Milestone Asset Management first reported a position in BWZ in Q4 2022 and held it in 1 quarter. The position peaked at $4.83M in Q4 2022. 44 funds tracked by Wall St. Rank hold BWZ as of Q1 2023.

  • Milestone Asset Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 174,786 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2023, an estimated $4.83M.
  • Milestone Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $4.83M in Q4 2022.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.