Running Point Capital Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Running Point Capital 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
2023 Q4	–	Sell	-903	Closed	-$23.3K	–	162
2023 Q3	$23.3K	Hold	903	–	–	0.01%	123
2023 Q2	$24.1K	Hold	903	–	–	0.01%	125
2023 Q1	$24.6K	Hold	903	–	–	0.01%	123
2022 Q4	$24.4K	Hold	903	–	–	0.02%	183
2022 Q3	$23K	Hold	903	–	–	0.02%	179
2022 Q2	$24K	Hold	903	–	–	0.02%	181
2022 Q1	$26K	Hold	903	–	–	0.02%	176
2021 Q4	$27K	Buy	+903	New	+$27.7K	0.02%	98

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

WCFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Running Point Capital Advisors's BWZ Position: Q4 2023 in Review

Running Point Capital Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2023, closing a stake of 903 shares — an estimated $23.3K sold.

Running Point Capital Advisors first reported a position in BWZ in Q4 2021 and held it in 8 quarters. The position peaked at $27K in Q4 2021. 36 funds tracked by Wall St. Rank hold BWZ as of Q4 2023.

Running Point Capital Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Running Point Capital Advisors sold 903 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2023, an estimated $23.3K.
Running Point Capital Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
Running Point Capital Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $27K in Q4 2021.
36 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2023.

Based on Running Point Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.