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Money Concepts Capital’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Money Concepts Capital’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
-510
Closed -$13.8K – 810
2022
Q4 		$13.8K Buy
+510
New +$13.2K ﹤0.01% 1857

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Money Concepts Capital's BWZ Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2023, closing a stake of 510 shares — an estimated $13.8K sold.

Money Concepts Capital first reported a position in BWZ in Q4 2022 and held it in 1 quarter. The position peaked at $13.8K in Q4 2022. 44 funds tracked by Wall St. Rank hold BWZ as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 510 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2023, an estimated $13.8K.
  • Money Concepts Capital first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $13.8K 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.