Balboa Wealth Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,468
Closed -$206K 332
2023
Q1
$206K Buy
+7,468
New +$208K 0.08% 225

Other funds holding RLY

Balboa Wealth Partners's RLY Position: Q2 2023 in Review

Balboa Wealth Partners sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2023, closing a stake of 7,468 shares — an estimated $206K sold.

Balboa Wealth Partners first reported a position in RLY in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 99 funds tracked by Wall St. Rank hold RLY as of Q2 2023.

  • Balboa Wealth Partners reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 7,468 State Street Multi-Asset Real Return ETF shares in Q2 2023, an estimated $206K.
  • Balboa Wealth Partners first reported a position in State Street Multi-Asset Real Return ETF in Q1 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's State Street Multi-Asset Real Return ETF position peaked at $206K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.