Towneley Capital Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Towneley Capital Management’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
2024 Q2	–	Sell	-17,164	Closed	-$452K	–	41
2024 Q1	$452K	Buy	17,164 +42	+0.2%	+$1.12K	0.11%	33
2023 Q4	$469K	Buy	+17,122	New	+$450K	0.12%	33

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

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

CCA

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

WCFA

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

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

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 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

Towneley Capital Management's BWZ Position: Q2 2024 in Review

Towneley Capital Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2024, closing a stake of 17,164 shares — an estimated $452K sold.

Towneley Capital Management first reported a position in BWZ in Q4 2023 and held it in 2 quarters. The position peaked at $469K in Q4 2023. 36 funds tracked by Wall St. Rank hold BWZ as of Q2 2024.

Towneley Capital Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Towneley Capital Management sold 17,164 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2024, an estimated $452K.
Towneley Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
Towneley Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $469K in Q4 2023.
36 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2024.

Based on Towneley Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.