RRC
BWZ icon

Relaxing Retirement Coach’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Relaxing Retirement Coach’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
-7,860
Closed -$212K – 54
2022
Q2 		$212K Sell
7,860
-1,565
-17% -$43.4K 0.11% 52
2022
Q1 		$274K Sell
9,425
-371
-4% -$11.1K 0.14% 46
2021
Q4 		$298K Sell
9,796
-1,065
-10% -$32.7K 0.17% 45
2021
Q3 		$338K Sell
10,861
-5,724
-35% -$181K 0.28% 39
2021
Q2 		$527K Sell
16,585
-14,410
-46% -$463K 0.45% 33
2021
Q1 		$976K Sell
30,995
-17,851
-37% -$577K 1.11% 24
2020
Q4 		$1.6M Sell
48,846
-183,426
-79% -$5.88M 1.75% 20
2020
Q3 		$7.29M Buy
232,272
+58,216
+33% +$1.82M 3.18% 14
2020
Q2 		$5.31M Sell
174,056
-88,792
-34% -$2.66M 3.74% 7
2020
Q1 		$7.79M Sell
262,848
-243,239
-48% -$7.35M 4.8% 4
2019
Q4 		$15.6M Buy
506,087
+15,315
+3% +$468K 4.57% 6
2019
Q3 		$14.9M Buy
490,772
+9,366
+2% +$287K 4.59% 6
2019
Q2 		$15M Buy
481,406
+5,074
+1% +$155K 4.57% 5
2019
Q1 		$14.6M Sell
476,332
-8,367
-2% -$258K 4.54% 4
2018
Q4 		$14.9M Buy
484,699
+3,578
+0.7% +$110K 5.04% 4
2018
Q3 		$15M Buy
481,121
+22,558
+5% +$705K 4.5% 7
2018
Q2 		$14.4M Sell
458,563
-11,693
-2% -$375K 4.43% 8
2018
Q1 		$15.6M Sell
470,256
-2,314
-0.5% -$76.2K 4.91% 4
2017
Q4 		$15.2M Buy
+472,570
New +$15M 4.93% 3

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Relaxing Retirement Coach's BWZ Position: Q3 2022 in Review

Relaxing Retirement Coach sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2022, closing a stake of 7,860 shares — an estimated $212K sold.

Relaxing Retirement Coach first reported a position in BWZ in Q4 2017 and held it in 19 quarters. The position peaked at $15.6M in Q4 2019. 43 funds tracked by Wall St. Rank hold BWZ as of Q3 2022.

  • Relaxing Retirement Coach reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Relaxing Retirement Coach sold 7,860 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2022, an estimated $212K.
  • Relaxing Retirement Coach first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2017 and held it in 19 quarters.
  • Relaxing Retirement Coach's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $15.6M in Q4 2019.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2022.

Based on Relaxing Retirement Coach's 13F filing for Q3 2022, filed 18 Oct 2022.