American Portfolios Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

American Portfolios Advisors’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 Q3	$38.2K	Sell	1,836 -155	-8%	-$3.5K	﹤0.01%	1859
2022 Q2	$46.1K	Sell	1,991 -858	-30%	-$20.7K	﹤0.01%	1807
2022 Q1	$74.2K	Buy	2,849 +1,320	+86%	+$35.8K	﹤0.01%	1691
2021 Q4	$43.2K	Sell	1,529 -1,582	-51%	-$45K	﹤0.01%	1929
2021 Q3	$89.4K	Hold	3,111	–	–	﹤0.01%	1507
2021 Q2	$91.3K	Sell	3,111 -45,663	-94%	-$1.36M	﹤0.01%	1467
2021 Q1	$1.42M	Buy	48,774 +47,395	+3,437%	+$1.44M	0.06%	303
2020 Q4	$43.1K	Sell	1,379 -677	-33%	-$20.6K	﹤0.01%	1472
2020 Q3	$61K	Sell	2,056 -252	-11%	-$7.49K	﹤0.01%	1254
2020 Q2	$66.7K	Sell	2,308 -2,218	-49%	-$62.5K	﹤0.01%	1182
2020 Q1	$126K	Sell	4,526 -41,628	-90%	-$1.18M	0.01%	811
2019 Q4	$1.33M	Buy	46,154 +1,635	+4%	+$46.8K	0.09%	217
2019 Q3	$1.28M	Buy	44,519 +5,249	+13%	+$151K	0.1%	201
2019 Q2	$1.14M	Buy	39,270 +5,364	+16%	+$150K	0.1%	214
2019 Q1	$946K	Buy	33,906 +993	+3%	+$27.6K	0.09%	222
2018 Q4	$909K	Buy	32,913 +3,953	+14%	+$107K	0.11%	183
2018 Q3	$793K	Buy	28,960 +511	+2%	+$14.1K	0.09%	221
2018 Q2	$789K	Buy	28,449 +4,014	+16%	+$114K	0.11%	189
2018 Q1	$721K	Buy	24,435 +1,929	+9%	+$56.1K	0.11%	188
2017 Q4	$640K	Buy	+22,506	New	+$633K	0.1%	207

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

American Portfolios Advisors's BWX Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 7.8% in Q3 2022, selling an estimated $3.5K and leaving 1,836 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

American Portfolios Advisors first reported a position in BWX in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.42M in Q1 2021. 131 funds tracked by Wall St. Rank hold BWX as of Q3 2022.

American Portfolios Advisors held 1,836 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $38.2K as of Q3 2022.
American Portfolios Advisors sold 155 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2022, an estimated $3.5K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1859 holding.
American Portfolios Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.42M in Q1 2021.
131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.