Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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TrueWealth Advisors’s
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
Stock Holding History
TrueWealth Advisors’s Portfolio
BWZ Stock Details
BWZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-8,820
Closed
-$220K
–
182
2022
Q3
$220K
Sell
8,820
-2,927
-
25
%
-$73K
0.1%
147
2022
Q2
$317K
Sell
11,747
-1,571
-
12
%
-$42.4K
0.15%
114
2022
Q1
$405K
Hold
13,318
–
–
0.18%
108
2021
Q4
$405K
Buy
+13,318
New
+$405K
0.18%
108
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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