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

USAdvisors 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
2019 Q2	–	Sell	-6,750	Closed	-$207K	–	54
2019 Q1	$207K	Hold	6,750	–	–	0.15%	43
2018 Q4	$207K	Sell	6,750 -114	-2%	-$3.51K	0.17%	40
2018 Q3	$214K	Buy	6,864 +5	+0.1%	+$156	0.15%	60
2018 Q2	$214K	Buy	6,859 +2	+0%	+$64	0.16%	60
2018 Q1	$227K	Sell	6,857 -217	-3%	-$7.15K	0.18%	49
2017 Q4	$227K	Buy	+7,074	New	+$225K	0.19%	51

Other funds holding BWZ

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

WCM

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

USAdvisors Wealth Management's BWZ Position: Q2 2019 in Review

USAdvisors Wealth Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2019, closing a stake of 6,750 shares — an estimated $207K sold.

USAdvisors Wealth Management first reported a position in BWZ in Q4 2017 and held it in 6 quarters. The position peaked at $227K in Q1 2018. 40 funds tracked by Wall St. Rank hold BWZ as of Q2 2019.

USAdvisors Wealth Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
USAdvisors Wealth Management sold 6,750 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2019, an estimated $207K.
USAdvisors Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
USAdvisors Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $227K in Q1 2018.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2019.

Based on USAdvisors Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.