Summit Wealth & Retirement Planning’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Summit Wealth & Retirement Planning’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	-104,120	Closed	-$2.81M	–	110
2022 Q2	$2.81M	Buy	104,120 +10,417	+11%	+$289K	1.08%	21
2022 Q1	$2.73M	Sell	93,703 -31,096	-25%	-$929K	0.96%	24
2021 Q4	$3.79M	Buy	124,799 +11,574	+10%	+$356K	1.3%	20
2021 Q3	$3.52M	Buy	113,225 +9,559	+9%	+$301K	1.29%	22
2021 Q2	$3.29M	Buy	103,666 +2,897	+3%	+$93.1K	1.22%	22
2021 Q1	$3.17M	Buy	100,769 +16,831	+20%	+$544K	1.18%	22
2020 Q4	$2.75M	Buy	83,938 +2,002	+2%	+$64.2K	1.05%	23
2020 Q3	$2.57M	Buy	81,936 +1,966	+2%	+$61.6K	1.1%	23
2020 Q2	$2.44M	Buy	79,970 +7,062	+10%	+$212K	1.14%	22
2020 Q1	$2.16M	Buy	72,908 +230	+0.3%	+$6.95K	1.16%	21
2019 Q4	$2.24M	Buy	+72,678	New	+$2.22M	1%	22

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

Summit Wealth & Retirement Planning's BWZ Position: Q3 2022 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2022, closing a stake of 104,120 shares — an estimated $2.81M sold.

Summit Wealth & Retirement Planning first reported a position in BWZ in Q4 2019 and held it in 11 quarters. The position peaked at $3.79M in Q4 2021. 43 funds tracked by Wall St. Rank hold BWZ as of Q3 2022.

Summit Wealth & Retirement Planning reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 104,120 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2022, an estimated $2.81M.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Summit Wealth & Retirement Planning's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $3.79M in Q4 2021.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2022, filed 14 Nov 2022.