TrueWealth Advisors’s State Street 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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,820	Closed	-$220K	–	182
2022 Q3	$220K	Sell	8,820 -2,927	-25%	-$76.7K	0.1%	147
2022 Q2	$317K	Sell	11,747 -1,571	-12%	-$43.6K	0.15%	114
2022 Q1	$405K	Hold	13,318	–	–	0.18%	108
2021 Q4	$405K	Buy	+13,318	New	+$409K	0.18%	108

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TrueWealth Advisors's BWZ Position: Q4 2022 in Review

TrueWealth Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2022, closing a stake of 8,820 shares — an estimated $220K sold.

TrueWealth Advisors first reported a position in BWZ in Q4 2021 and held it in 4 quarters. The position peaked at $405K in Q1 2022. 49 funds tracked by Wall St. Rank hold BWZ as of Q4 2022.

TrueWealth Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
TrueWealth Advisors sold 8,820 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2022, an estimated $220K.
TrueWealth Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
TrueWealth Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $405K in Q1 2022.
49 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2022.

Based on TrueWealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.