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Arete Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Arete Wealth 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
2024
Q3 		– Sell
-14,462
Closed -$310K – 729
2024
Q2 		$310K Sell
14,462
-277
-2% -$6.02K 0.03% 522
2024
Q1 		$328K Buy
14,739
+2,393
+19% +$53.5K 0.03% 337
2023
Q4 		$286K Buy
12,346
+159
+1% +$3.47K 0.02% 567
2023
Q3 		$259K Buy
+12,187
New +$270K 0.04% 380
2022
Q2 		– Sell
-30,107
Closed -$784K – 467
2022
Q1 		$784K Buy
30,107
+3,209
+12% +$87.1K 0.07% 211
2021
Q4 		$760K Buy
26,898
+4,033
+18% +$115K 0.06% 220
2021
Q3 		$657K Buy
22,865
+374
+2% +$11K 0.07% 213
2021
Q2 		$18K Buy
22,491
+2,172
+11% +$64.6K ﹤0.01% 370
2021
Q1 		$592K Buy
20,319
+918
+5% +$27.8K 0.08% 217
2020
Q4 		$609K Buy
19,401
+4,454
+30% +$136K 0.09% 205
2020
Q3 		$445K Buy
14,947
+2,404
+19% +$71.5K 0.07% 224
2020
Q2 		$363K Buy
12,543
+324
+3% +$9.13K 0.06% 262
2020
Q1 		$340K Buy
12,219
+1,833
+18% +$52.1K 0.07% 233
2019
Q4 		$299K Sell
10,386
-4,275
-29% -$122K 0.05% 294
2019
Q3 		$421K Sell
14,661
-4,564
-24% -$132K 0.08% 239
2019
Q2 		$556K Buy
19,225
+120
+0.6% +$3.36K 0.11% 206
2019
Q1 		$533K Buy
19,105
+4
+0% +$111 0.11% 200
2018
Q4 		$527K Buy
19,101
+7,846
+70% +$213K 0.13% 186
2018
Q3 		$308K Buy
11,255
+689
+7% +$19K 0.07% 264
2018
Q2 		$293K Sell
10,566
-2,363
-18% -$67.1K 0.07% 277
2018
Q1 		$382K Buy
12,929
+3,633
+39% +$106K 0.13% 204
2017
Q4 		$264K Buy
9,296
+1,506
+19% +$42.4K 0.09% 257
2017
Q3 		$219K Sell
7,790
-703
-8% -$19.9K 0.09% 236
2017
Q2 		$235K Buy
+8,493
New +$231K 0.11% 208

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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

Arete Wealth Advisors's BWX Position: Q3 2024 in Review

Arete Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2024, closing a stake of 14,462 shares — an estimated $310K sold.

Arete Wealth Advisors first reported a position in BWX in Q2 2017 and held it in 24 quarters. The position peaked at $784K in Q1 2022. 123 funds tracked by Wall St. Rank hold BWX as of Q3 2024.

  • Arete Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,462 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2024, an estimated $310K.
  • Arete Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and held it in 24 quarters.
  • Arete Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $784K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.