WCFA
Walkner Condon Financial Advisors’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
205,328
+111,956
| +120% | +$2.63M | 0.89% | 27 |
|
|
2025
Q1 | $2.04M | Buy |
93,372
+3,523
| +4% | +$77K | 0.41% | 61 |
|
|
2024
Q4 | $1.92M | Buy |
89,849
+12,258
| +16% | +$262K | 0.39% | 61 |
|
|
2024
Q3 | $1.81M | Buy |
77,591
+7,651
| +11% | +$179K | 0.37% | 60 |
|
|
2024
Q2 | $1.51M | Buy |
69,940
+14,569
| +26% | +$314K | 0.32% | 70 |
|
|
2024
Q1 | $1.23M | Buy |
55,371
+5,900
| +12% | +$131K | 0.26% | 83 |
|
|
2023
Q4 | $1.15M | Sell |
49,471
-27,809
| -36% | -$645K | 0.26% | 87 |
|
|
2023
Q3 | $1.64M | Buy |
77,280
+5,643
| +8% | +$120K | 0.44% | 60 |
|
|
2023
Q2 | $1.61M | Sell |
71,637
-154
| -0.2% | -$3.47K | 0.43% | 57 |
|
|
2023
Q1 | $1.66M | Buy |
71,791
+970
| +1% | +$22.4K | 0.47% | 51 |
|
|
2022
Q4 | $1.59M | Buy |
70,821
+36,441
| +106% | +$818K | 0.48% | 49 |
|
|
2022
Q3 | $716K | Sell |
34,380
-60
| -0.2% | -$1.25K | 0.23% | 89 |
|
|
2022
Q2 | $797K | Buy |
34,440
+50
| +0.1% | +$1.16K | 0.25% | 85 |
|
|
2022
Q1 | $895K | Sell |
34,390
-731
| -2% | -$19K | 0.25% | 80 |
|
|
2021
Q4 | $993K | Buy |
35,121
+1,529
| +5% | +$43.2K | 0.65% | 44 |
|
|
2021
Q3 | $967K | Buy |
33,592
+10,699
| +47% | +$308K | 0.48% | 48 |
|
|
2021
Q2 | $672K | Buy |
22,893
+610
| +3% | +$17.9K | 0.25% | 74 |
|
|
2021
Q1 | $649K | Buy |
22,283
+871
| +4% | +$25.4K | 0.25% | 80 |
|
|
2020
Q4 | $669K | Sell |
21,412
-1,520
| -7% | -$47.5K | 0.29% | 66 |
|
|
2020
Q3 | $680K | Buy |
+22,932
| New | +$680K | 0.36% | 55 |
|