Palisades Hudson Asset Management, L.P. Spdr Bloomberg Short Term Inte Transaction History

Palisades Hudson Asset Management, L.P.

$256 Million
Q2 2025

A detailed history of Palisades Hudson Asset Management, L.P. transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 19,417 shares of BWZ stock, worth $535,520. This represents 0.21% of its overall portfolio holdings.

Number of Shares

19,417

Previous 9,570 102.89%

Holding current value

$535,520

Previous $251,000 117.13%

% of portfolio

0.21%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$26.27 - $28.07 $258,680 - $276,405	9,847 Added 102.89%	19,417 $545,000
Q1 2025 May 08, 2025	BUY	$25.07 - $26.54 $626 - $663	25 Added 0.26%	9,570 $251,000
Q4 2024 Feb 07, 2025	BUY	$25.34 - $27.3 $1,444 - $1,556	57 Added 0.6%	9,545 $242,000
Q3 2024 Oct 29, 2024	SELL	$25.59 - $27.67 $2,840 - $3,071	-111 Reduced 1.16%	9,488 $261,000
Q2 2024 Jul 31, 2024	SELL	$25.64 - $26.38 $8,820 - $9,074	-344 Reduced 3.46%	9,599 $246,000
Q1 2024 May 06, 2024	BUY	$26.17 - $27.18 $628 - $652	24 Added 0.24%	9,943 $262,000
Q4 2023 Feb 12, 2024	BUY	$25.64 - $27.43 $1,230 - $1,316	48 Added 0.49%	9,919 $272,000
Q3 2023 Nov 02, 2023	BUY	$25.7 - $27.52 $796 - $853	31 Added 0.32%	9,871 $254,000
Q2 2023 Aug 14, 2023	SELL	$26.59 - $27.54 $9,093 - $9,418	-342 Reduced 3.36%	9,840 $263,000
Q1 2023 Apr 26, 2023	BUY	$26.3 - $27.82 $341 - $361	13 Added 0.13%	10,182 $278,000
Q4 2022 Feb 08, 2023	BUY	$24.63 - $27.06 $517 - $568	21 Added 0.21%	10,169 $275,000
Q3 2022 Oct 28, 2022	BUY	$24.62 - $27.11 $172 - $189	7 Added 0.07%	10,148 $254,000
Q2 2022 Aug 10, 2022	BUY	$26.68 - $29.05 $80 - $87	3 Added 0.03%	10,141 $273,000
Q1 2022 Apr 27, 2022	BUY	$28.87 - $30.56 $28 - $30	1 Added 0.01%	10,138 $295,000
Q4 2021 Feb 03, 2022	BUY	$30.22 - $31.19 $1,299 - $1,341	43 Added 0.43%	10,137 $308,000
Q2 2021 Aug 06, 2021	BUY	$31.56 - $32.52 $9,720 - $10,016	308 Added 3.15%	10,094 $320,000
Q3 2020 Nov 09, 2020	SELL	$30.51 - $31.78 $67,335 - $70,138	-2,207 Reduced 18.4%	9,786 $307,000
Q2 2020 Aug 13, 2020	SELL	$29.1 - $30.86 $9,632 - $10,214	-331 Reduced 2.69%	11,993 $366,000
Q1 2020 May 07, 2020	BUY	$28.64 - $31.03 $143 - $155	5 Added 0.04%	12,324 $366,000
Q4 2019 Jan 30, 2020	BUY	$30.33 - $30.87 $303 - $308	10 Added 0.08%	12,319 $380,000
Q3 2019 Oct 17, 2019	BUY	$30.29 - $30.57 $272 - $275	9 Added 0.07%	12,309 $373,000
Q2 2019 Jul 30, 2019	BUY	N/A	12 Added 0.1%	12,300 $382,000
Q1 2019 Apr 23, 2019	SELL	N/A	-406 Reduced 3.2%	12,288 $376,000
Q4 2018 Feb 04, 2019	BUY	N/A	87 Added 0.69%	12,694 $390,000
Q3 2018 Nov 08, 2018	BUY	N/A	7 Added 0.06%	12,607 $393,000
Q2 2018 Aug 14, 2018	BUY	N/A	630 Added 5.26%	12,600 $394,000
Q1 2018 May 14, 2018	BUY	N/A	91 Added 0.77%	11,970 $396,000
Q4 2017 Feb 09, 2018	BUY	N/A	33 Added 0.28%	11,879 $382,000
Q3 2017 Nov 06, 2017	BUY	N/A	11,846	11,846 $379,000

Others Institutions Holding BWZ

# of Institutions

Shares Held

12.6M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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Palisades Hudson Asset Management, L.P. Spdr Bloomberg Short Term Inte Transaction History