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Almanack Investment Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-82
Closed -$2K – 324
2022
Q3 		$2K Buy
+82
New +$1.85K ﹤0.01% 699

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Almanack Investment Partners's BWX Position: Q4 2022 in Review

Almanack Investment Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2022, closing a stake of 82 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in BWX in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 140 funds tracked by Wall St. Rank hold BWX as of Q4 2022.

  • Almanack Investment Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 82 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2K in Q3 2022.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.