Thrive Capital Management (Pennsylvania)’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2021 Q2	–	Sell	-18,537	Closed	-$584K	–	110
2021 Q1	$584K	Sell	18,537 -4,645	-20%	-$150K	0.55%	48
2020 Q4	$761K	Buy	+23,182	New	+$743K	0.81%	28

Other funds holding BWZ

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania)'s BWZ Position: Q2 2021 in Review

Thrive Capital Management (Pennsylvania) sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2021, closing a stake of 18,537 shares — an estimated $584K sold.

Thrive Capital Management (Pennsylvania) first reported a position in BWZ in Q4 2020 and held it in 2 quarters. The position peaked at $761K in Q4 2020. 43 funds tracked by Wall St. Rank hold BWZ as of Q2 2021.

Thrive Capital Management (Pennsylvania) reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 18,537 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2021, an estimated $584K.
Thrive Capital Management (Pennsylvania) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2020 and held it in 2 quarters.
Thrive Capital Management (Pennsylvania)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $761K in Q4 2020.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2021.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2021, filed 6 Aug 2021.