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Morling Financial Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Morling Financial Advisors’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
2024
Q2 		– Sell
-590
Closed -$15.6K – 95
2024
Q1 		$15.6K Buy
+590
New +$15.7K 0.01% 94

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
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morling Financial Advisors's BWZ Position: Q2 2024 in Review

Morling Financial Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2024, closing a stake of 590 shares — an estimated $15.6K sold.

Morling Financial Advisors first reported a position in BWZ in Q1 2024 and held it in 1 quarter. The position peaked at $15.6K in Q1 2024. 36 funds tracked by Wall St. Rank hold BWZ as of Q2 2024.

  • Morling Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 590 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2024, an estimated $15.6K.
  • Morling Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Morling Financial Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $15.6K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.