Legacy Wealth Asset Management, LLC
Position in BWZ — State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF
CIK 1846151
WOODBURY, MN
All Filings in BWZ
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BWZ | $798,904 | 29,677 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 BWZ | $784,309 | 28,614 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 BWZ | $761,127 | 27,359 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 BWZ | $749,974 | 26,718 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 BWZ | $705,343 | 26,860 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 BWZ | $690,058 | 27,232 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 BWZ | $764,565 | 27,762 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 BWZ | $722,894 | 28,194 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BWZ | $706,289 | 26,794 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 BWZ | $715,742 | 26,122 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 BWZ | $682,801 | 26,496 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 BWZ | $757,084 | 28,334 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 BWZ | $749,379 | 27,480 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 BWZ | $775,512 | 28,659 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 BWZ | $731,207 | 29,260 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 BWZ | $784,891 | 29,124 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 BWZ | $862,965 | 29,645 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 BWZ | $858,851 | 28,261 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 BWZ | $714,106 | 22,969 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 BWZ | $720,534 | 22,694 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 BWZ | $704,466 | 22,364 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 BWZ | $658,205 | 20,055 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||