Spartan Planning & Wealth Management’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 | $4.16M | Buy |
176,993
+69,486
| +65% | +$1.63M | 3.56% | 9 |
|
|
2025
Q1 | $2.35M | Buy |
107,507
+64,528
| +150% | +$1.41M | 2.28% | 15 |
|
|
2024
Q4 | $919K | Buy |
+42,979
| New | +$919K | 0.84% | 27 |
|
|
2023
Q4 | $2.61M | Buy |
112,565
+70,033
| +165% | +$1.62M | 2.78% | 12 |
|
|
2023
Q3 | $903K | Buy |
+42,532
| New | +$903K | 1.06% | 19 |
|
|
2022
Q4 | $3.19M | Buy |
+142,349
| New | +$3.19M | 3.98% | 5 |
|