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

Mission Wealth 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
2017 Q1	–	Sell	-14,000	Closed	-$410K	–	200
2016 Q4	$410K	Hold	14,000	–	–	0.08%	107
2016 Q3	$445K	Buy	14,000 +1,100	+9%	+$34.8K	0.11%	93
2016 Q2	$405K	Hold	12,900	–	–	0.11%	94
2016 Q1	$403K	Hold	12,900	–	–	0.11%	93
2015 Q4	$384K	Hold	12,900	–	–	0.11%	82
2015 Q3	$388K	Buy	12,900 +100	+0.8%	+$3.02K	0.12%	80
2015 Q2	$388K	Buy	+12,800	New	+$394K	0.13%	80

Other funds holding BWZ

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

KKAMG

Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Mission Wealth Management's BWZ Position: Q1 2017 in Review

Mission Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2017, closing a stake of 14,000 shares — an estimated $410K sold.

Mission Wealth Management first reported a position in BWZ in Q2 2015 and held it in 7 quarters. The position peaked at $445K in Q3 2016. 28 funds tracked by Wall St. Rank hold BWZ as of Q1 2017.

Mission Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Mission Wealth Management sold 14,000 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2017, an estimated $410K.
Mission Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2015 and held it in 7 quarters.
Mission Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $445K in Q3 2016.
28 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2017.

Based on Mission Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.