WCFA
Walkner Condon Financial Advisors’s SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
179,140
+20,055
| +13% | +$563K | 0.92% | 26 |
|
|
2025
Q1 | $4.18M | Sell |
159,085
-5,503
| -3% | -$145K | 0.85% | 27 |
|
|
2024
Q4 | $4.17M | Sell |
164,588
-15,140
| -8% | -$384K | 0.85% | 30 |
|
|
2024
Q3 | $4.95M | Buy |
179,728
+6,484
| +4% | +$179K | 1.01% | 27 |
|
|
2024
Q2 | $4.44M | Buy |
173,244
+3,730
| +2% | +$95.7K | 0.96% | 32 |
|
|
2024
Q1 | $4.47M | Buy |
169,514
+5,151
| +3% | +$136K | 0.95% | 30 |
|
|
2023
Q4 | $4.5M | Buy |
164,363
+34,684
| +27% | +$950K | 1.03% | 27 |
|
|
2023
Q3 | $3.34M | Buy |
129,679
+18,788
| +17% | +$484K | 0.89% | 29 |
|
|
2023
Q2 | $2.96M | Buy |
110,891
+7,809
| +8% | +$209K | 0.78% | 32 |
|
|
2023
Q1 | $2.81M | Buy |
103,082
+3,065
| +3% | +$83.6K | 0.79% | 31 |
|
|
2022
Q4 | $2.71M | Sell |
100,017
-24,666
| -20% | -$667K | 0.81% | 30 |
|
|
2022
Q3 | $3.12M | Buy |
124,683
+7,571
| +6% | +$189K | 1% | 28 |
|
|
2022
Q2 | $3.16M | Buy |
117,112
+14,649
| +14% | +$395K | 0.99% | 28 |
|
|
2022
Q1 | $2.98M | Buy |
102,463
+5,056
| +5% | +$147K | 0.85% | 30 |
|
|
2021
Q4 | $2.96M | Buy |
97,407
+1,406
| +1% | +$42.7K | 1.93% | 15 |
|
|
2021
Q3 | $2.99M | Sell |
96,001
-4,601
| -5% | -$143K | 1.47% | 21 |
|
|
2021
Q2 | $3.2M | Buy |
100,602
+14,007
| +16% | +$445K | 1.17% | 25 |
|
|
2021
Q1 | $2.73M | Sell |
86,595
-1,345
| -2% | -$42.4K | 1.06% | 25 |
|
|
2020
Q4 | $2.89M | Sell |
87,940
-4,064
| -4% | -$133K | 1.24% | 22 |
|
|
2020
Q3 | $2.89M | Buy |
+92,004
| New | +$2.89M | 1.55% | 13 |
|