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

Pure 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
2022 Q3	–	Sell	-10,574	Closed	-$285K	–	232
2022 Q2	$285K	Buy	+10,574	New	+$293K	0.02%	195
2015 Q1	–	Sell	-15,546	Closed	-$502K	–	61
2014 Q4	$502K	Buy	+15,546	New	+$518K	0.17%	35
2014 Q3	–	Sell	-9,266	Closed	-$338K	–	56
2014 Q2	$338K	Hold	9,266	–	–	0.12%	46
2014 Q1	$333K	Hold	9,266	–	–	0.14%	41
2013 Q4	$332K	Sell	9,266 -157	-2%	-$5.65K	0.15%	43
2013 Q3	$340K	Buy	+9,423	New	+$333K	0.16%	38

Other funds holding BWZ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Pure Financial Advisors's BWZ Position: Q3 2022 in Review

Pure Financial Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2022, closing a stake of 10,574 shares — an estimated $285K sold.

Pure Financial Advisors first reported a position in BWZ in Q3 2013 and held it in 6 quarters. The position peaked at $502K in Q4 2014. 43 funds tracked by Wall St. Rank hold BWZ as of Q3 2022.

Pure Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Pure Financial Advisors sold 10,574 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2022, an estimated $285K.
Pure Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2013 and held it in 6 quarters.
Pure Financial Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $502K in Q4 2014.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2022.

Based on Pure Financial Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.