Barber Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Barber Financial Group’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
2021 Q2	–	Sell	-164,937	Closed	-$4.81M	–	157
2021 Q1	$4.81M	Buy	+164,937	New	+$5M	0.7%	27
2018 Q3	–	Sell	-327,295	Closed	-$9.08M	–	132
2018 Q2	$9.08M	Buy	327,295 +182,884	+127%	+$5.19M	2.63%	12
2018 Q1	$4.26M	Buy	144,411 +16,492	+13%	+$480K	1.13%	26
2017 Q4	$3.64M	Sell	127,919 -6,436	-5%	-$181K	0.92%	37
2017 Q3	$3.77M	Buy	+134,355	New	+$3.8M	1.07%	31

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

CCA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Barber Financial Group's BWX Position: Q2 2021 in Review

Barber Financial Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2021, closing a stake of 164,937 shares — an estimated $4.81M sold.

Barber Financial Group first reported a position in BWX in Q3 2017 and held it in 5 quarters. The position peaked at $9.08M in Q2 2018. 144 funds tracked by Wall St. Rank hold BWX as of Q2 2021.

Barber Financial Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Barber Financial Group sold 164,937 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2021, an estimated $4.81M.
Barber Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2017 and held it in 5 quarters.
Barber Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $9.08M in Q2 2018.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2021.

Based on Barber Financial Group's 13F filing for Q2 2021, filed 5 Aug 2021.