Wealthcare Advisory Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-300	Closed	-$9K	–	730
2021 Q1	$9K	Buy	+300	New	+$9.7K	﹤0.01%	1474
2020 Q2	–	Sell	-300	Closed	-$9K	–	450
2020 Q1	$9K	Hold	300	–	–	﹤0.01%	941
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	962
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	937
2019 Q2	$9K	Hold	300	–	–	﹤0.01%	926
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	832
2018 Q4	$9K	Hold	300	–	–	﹤0.01%	800
2018 Q3	$9K	Sell	300 -25	-8%	-$781	﹤0.01%	863
2018 Q2	$10K	Buy	325 +300	+1,200%	+$9.63K	﹤0.01%	829
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	998
2017 Q4	$1K	Buy	+25	New	+$795	﹤0.01%	969

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

WCM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

CCA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Wealthcare Advisory Partners's BWZ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2021, closing a stake of 300 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in BWZ in Q4 2017 and held it in 11 quarters. The position peaked at $10K in Q2 2018. 43 funds tracked by Wall St. Rank hold BWZ as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 300 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2021, an estimated $9K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $10K in Q2 2018.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.