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

AllSquare 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
2019 Q1	–	Sell	-222	Closed	-$6K	–	462
2018 Q4	$6K	Hold	222	–	–	0.01%	363
2018 Q3	$6K	Sell	222 -232	-51%	-$6.41K	﹤0.01%	386
2018 Q2	$13K	Hold	454	–	–	0.01%	306
2018 Q1	$13K	Hold	454	–	–	0.01%	257
2017 Q4	$13K	Hold	454	–	–	0.01%	267
2017 Q3	$13K	Hold	454	–	–	0.01%	256
2017 Q2	$13K	Hold	454	–	–	0.01%	127
2017 Q1	$12K	Hold	454	–	–	0.01%	247
2016 Q4	$12K	Buy	+454	New	+$12.2K	0.01%	221

Other funds holding BWX

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AllSquare Wealth Management's BWX Position: Q1 2019 in Review

AllSquare Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2019, closing a stake of 222 shares — an estimated $6K sold.

AllSquare Wealth Management first reported a position in BWX in Q4 2016 and held it in 9 quarters. The position peaked at $13K in Q2 2018. 158 funds tracked by Wall St. Rank hold BWX as of Q1 2019.

AllSquare Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
AllSquare Wealth Management sold 222 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2019, an estimated $6K.
AllSquare Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016 and held it in 9 quarters.
AllSquare Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $13K in Q2 2018.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.