Baltimore-Washington Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Baltimore-Washington Financial 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 Q2	–	Sell	-6	Closed	-$235K	–	132
2022 Q1	$235K	Buy	+6	New	+$163	0.02%	138
2015 Q4	–	Sell	-2,000	Closed	-$52K	–	109
2015 Q3	$52K	Hold	2,000	–	–	0.02%	123
2015 Q2	$52K	Hold	2,000	–	–	0.02%	128
2015 Q1	$53K	Buy	+2,000	New	+$54K	0.02%	132

Other funds holding BWX

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

CCA

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BWX Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2022, closing a stake of 6 shares — an estimated $235K sold.

Baltimore-Washington Financial Advisors first reported a position in BWX in Q1 2015 and held it in 4 quarters. The position peaked at $235K in Q1 2022. 134 funds tracked by Wall St. Rank hold BWX as of Q2 2022.

Baltimore-Washington Financial Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 6 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2022, an estimated $235K.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2015 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $235K in Q1 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.