Number of Shares
216,859.00
Current Holdings Value*
$5.69 Mil
% of Portfolio
1.65%
Total Estimate Gain
$374,320.32
% of Total Estimate Gain
6.68%

AVALON CAPITAL MANAGEMENT's SPDR Bloomberg Short Term International Treasury Bond ETF Holding Summary

As of 2025-03-31, AVALON CAPITAL MANAGEMENT held 216,859.00 shares of SPDR Bloomberg Short Term International Treasury Bond ETF(BWZ), totaling $5.69 Mil. This investment constitutes 1.65% of their stock portfolio, and AVALON CAPITAL MANAGEMENT now holds 2.07% of the outstanding SPDR Bloomberg Short Term International Treasury Bond ETF(BWZ) stock.

The initial trade took place in 2025Q1. And since then AVALON CAPITAL MANAGEMENT has made 1 purchases of BWZ, at an average price of $25.84, for a total of 216,859.00 shares. Based on historical transaction data and BWZ's current price of $27.57, AVALON CAPITAL MANAGEMENT's estimated gain on his BWZ holdings is $374,320.32, reflecting a 6.68% gain to date.

AVALON CAPITAL MANAGEMENT BWZ ($27.57) Holding Chart

AVALON CAPITAL MANAGEMENT BWZ ($27.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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