Wilbanks Smith & Thomas Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018 Q4	–	Sell	-20	Closed	-$1K	–	482
2018 Q3	$1K	Buy	+20	New	+$625	﹤0.01%	1496

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

CMP

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

Wilbanks Smith & Thomas Asset Management's BWZ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BWZ in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 48 funds tracked by Wall St. Rank hold BWZ as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 20 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2018, an estimated $1K.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1K in Q3 2018.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.