Upper Left Wealth Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Upper Left Wealth 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
2023 Q1	–	Sell	-9,210	Closed	-$249K	–	54
2022 Q4	$249K	Sell	9,210 -83,367	-90%	-$2.15M	0.29%	52
2022 Q3	$1.96M	Buy	92,577 +12,977	+16%	+$340K	2.55%	18
2022 Q2	$1.84M	Sell	79,600 -22,448	-22%	-$623K	2.13%	18
2022 Q1	$2.64M	Buy	102,048 +92,002	+916%	+$2.75M	2.74%	17
2021 Q4	$305K	Buy	+10,046	New	+$309K	0.3%	44

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

CCA

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

WCFA

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

Upper Left Wealth Management's BWZ Position: Q1 2023 in Review

Upper Left Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2023, closing a stake of 9,210 shares — an estimated $249K sold.

Upper Left Wealth Management first reported a position in BWZ in Q4 2021 and held it in 5 quarters. The position peaked at $2.64M in Q1 2022. 44 funds tracked by Wall St. Rank hold BWZ as of Q1 2023.

Upper Left Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Upper Left Wealth Management sold 9,210 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2023, an estimated $249K.
Upper Left Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
Upper Left Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.64M in Q1 2022.
44 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2023.

Based on Upper Left Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.