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

Wealthfront’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
2018 Q3	$699K	Hold	22,411	–	–	0.01%	330
2018 Q2	$701K	Hold	22,411	–	–	0.01%	318
2018 Q1	$741K	Hold	22,411	–	–	0.01%	316
2017 Q4	$720K	Hold	22,411	–	–	0.01%	280
2017 Q3	$717K	Buy	+22,411	New	+$718K	0.01%	256

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wealthfront's BWZ Position: Q3 2018 in Review

Wealthfront held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q3 2018 at 22,411 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #330.

Wealthfront first reported a position in BWZ in Q3 2017 and has held it in 5 quarters since. The position peaked at $741K in Q1 2018. 51 funds tracked by Wall St. Rank hold BWZ as of Q3 2018.

Wealthfront held 22,411 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $699K as of Q3 2018.
Wealthfront left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q3 2018.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.01% of Wealthfront's portfolio in Q3 2018, its #330 holding.
Wealthfront first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2017 and has held it in 5 quarters since.
Wealthfront's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $741K in Q1 2018.
51 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.