Palisades Hudson Asset Management’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $321K | Hold |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $382K | Buy |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $393K | Buy |
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|
2018
Q2 | $394K | Buy |
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|
2018
Q1 | $396K | Buy |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $379K | Buy |
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|
2017
Q2 | $371K | Hold |
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|
2017
Q1 | $359K | Buy |
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|
2016
Q4 | $346K | Sell |
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|
2016
Q3 | $404K | Sell |
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|
2016
Q2 | $408K | Sell |
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|
2016
Q1 | $411K | Buy |
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|
2015
Q4 | $391K | Hold |
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|
2015
Q3 | $395K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $421K | Buy |
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|
2014
Q3 | $363K | Buy |
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|
2014
Q2 | $377K | Hold |
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|
2014
Q1 | $372K | Buy |
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|
2013
Q4 | $370K | Buy |
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