Palisades Hudson Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Palisades Hudson 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
2026 Q1	$541K	Buy	20,115 +46	+0.2%	+$1.26K	0.21%	53
2025 Q4	$550K	Buy	20,069 +580	+3%	+$15.8K	0.21%	57
2025 Q3	$542K	Buy	19,489 +72	+0.4%	+$2K	0.2%	55
2025 Q2	$545K	Buy	19,417 +9,847	+103%	+$270K	0.21%	52
2025 Q1	$251K	Buy	9,570 +25	+0.3%	+$646	0.11%	82
2024 Q4	$242K	Buy	9,545 +57	+0.6%	+$1.49K	0.1%	91
2024 Q3	$261K	Sell	9,488 -111	-1%	-$2.96K	0.11%	84
2024 Q2	$246K	Sell	9,599 -344	-3%	-$8.93K	0.11%	84
2024 Q1	$262K	Buy	9,943 +24	+0.2%	+$638	0.12%	80
2023 Q4	$272K	Buy	9,919 +48	+0.5%	+$1.26K	0.13%	77
2023 Q3	$254K	Buy	9,871 +31	+0.3%	+$825	0.14%	78
2023 Q2	$263K	Sell	9,840 -342	-3%	-$9.25K	0.14%	78
2023 Q1	$278K	Buy	10,182 +13	+0.1%	+$352	0.15%	75
2022 Q4	$275K	Buy	10,169 +21	+0.2%	+$542	0.15%	81
2022 Q3	$254K	Buy	10,148 +7	+0.1%	+$183	0.15%	78
2022 Q2	$273K	Buy	10,141 +3	+0%	+$83	0.15%	76
2022 Q1	$295K	Buy	10,138 +1	+0%	+$30	0.14%	87
2021 Q4	$308K	Buy	10,137 +43	+0.4%	+$1.32K	0.13%	88
2021 Q3	$314K	Hold	10,094	–	–	0.14%	81
2021 Q2	$320K	Buy	10,094 +308	+3%	+$9.9K	0.14%	80
2021 Q1	$308K	Hold	9,786	–	–	0.15%	78
2020 Q4	$321K	Hold	9,786	–	–	0.17%	68
2020 Q3	$307K	Sell	9,786 -2,207	-18%	-$69.1K	0.2%	69
2020 Q2	$366K	Sell	11,993 -331	-3%	-$9.91K	0.25%	52
2020 Q1	$366K	Buy	12,324 +5	+0%	+$151	0.31%	42
2019 Q4	$380K	Buy	12,319 +10	+0.1%	+$305	0.24%	56
2019 Q3	$373K	Buy	12,309 +9	+0.1%	+$276	0.26%	54
2019 Q2	$382K	Buy	12,300 +12	+0.1%	+$367	0.26%	53
2019 Q1	$376K	Sell	12,288 -406	-3%	-$12.5K	0.24%	51
2018 Q4	$390K	Buy	12,694 +87	+0.7%	+$2.67K	0.23%	56
2018 Q3	$393K	Buy	12,607 +7	+0.1%	+$219	0.2%	62
2018 Q2	$394K	Buy	12,600 +630	+5%	+$20.2K	0.21%	58
2018 Q1	$396K	Buy	11,970 +91	+0.8%	+$3K	0.22%	59
2017 Q4	$382K	Buy	11,879 +33	+0.3%	+$1.05K	0.21%	65
2017 Q3	$379K	Buy	11,846 +1	+0%	+$32	0.22%	60
2017 Q2	$371K	Hold	11,845	–	–	0.22%	59
2017 Q1	$359K	Buy	11,845 +15	+0.1%	+$449	0.23%	58
2016 Q4	$346K	Sell	11,830 -864	-7%	-$26.2K	0.21%	55
2016 Q3	$404K	Sell	12,694 -296	-2%	-$9.37K	0.31%	40
2016 Q2	$408K	Sell	12,990 -147	-1%	-$4.61K	0.33%	37
2016 Q1	$411K	Buy	13,137 +8	+0.1%	+$242	0.32%	39
2015 Q4	$391K	Hold	13,129	–	–	0.33%	42
2015 Q3	$395K	Buy	+13,129	New	+$397K	0.35%	39
2015 Q1	–	Sell	-13,035	Closed	-$421K	–	95
2014 Q4	$421K	Buy	13,035 +2,360	+22%	+$78.7K	0.33%	38
2014 Q3	$363K	Buy	10,675 +345	+3%	+$12.3K	0.3%	45
2014 Q2	$377K	Hold	10,330	–	–	0.31%	33
2014 Q1	$372K	Buy	10,330 +8	+0.1%	+$287	0.32%	32
2013 Q4	$370K	Buy	+10,322	New	+$372K	0.31%	31