Abich Financial Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Abich Financial Wealth Management’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$64	–	441
2024 Q2	$64	Hold	3	–	–	﹤0.01%	786
2024 Q1	$67	Hold	3	–	–	﹤0.01%	539
2023 Q4	$70	Buy	+3	New	+$65	﹤0.01%	443

Other funds holding BWX

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Abich Financial Wealth Management's BWX Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2024, closing a stake of 3 shares — an estimated $64 sold.

Abich Financial Wealth Management first reported a position in BWX in Q4 2023 and held it in 3 quarters. The position peaked at $70 in Q4 2023. 123 funds tracked by Wall St. Rank hold BWX as of Q3 2024.

Abich Financial Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Abich Financial Wealth Management sold 3 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2024, an estimated $64.
Abich Financial Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
Abich Financial Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $70 in Q4 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.