RPg Family Wealth Advisory’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
14,286
-335,877
-96% -$7.89M 0.09% 92
2025
Q1
$7.65M Buy
350,163
+6,447
+2% +$141K 2.18% 16
2024
Q4
$7.35M Sell
343,716
-10,354
-3% -$221K 2.6% 13
2024
Q3
$8.27M Buy
354,070
+339,377
+2,310% +$7.93M 2.67% 11
2024
Q2
$315K Buy
14,693
+2,694
+22% +$57.7K 0.1% 98
2024
Q1
$267K Buy
+11,999
New +$267K 0.08% 111
2016
Q1
Sell
-1,190
Closed -$30.7K 258
2015
Q4
$30.7K Buy
+1,190
New +$30.7K 0.03% 121