Baystate Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Baystate Wealth Management’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	–	Sell	-1,589	Closed	-$37K	–	889
2022 Q2	$37K	Sell	1,589 -845	-35%	-$20.4K	﹤0.01%	355
2022 Q1	$63K	Buy	2,434 +292	+14%	+$7.92K	0.01%	293
2021 Q4	$61K	Buy	2,142 +760	+55%	+$21.6K	0.01%	296
2021 Q3	$40K	Buy	1,382 +897	+185%	+$26.4K	﹤0.01%	318
2021 Q2	$14K	Sell	485 -488	-50%	-$14.5K	﹤0.01%	466
2021 Q1	$28K	Buy	973 +387	+66%	+$11.7K	﹤0.01%	322
2020 Q4	$18K	Buy	+586	New	+$17.8K	﹤0.01%	353

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

Baystate Wealth Management's BWX Position: Q3 2022 in Review

Baystate Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2022, closing a stake of 1,589 shares — an estimated $37K sold.

Baystate Wealth Management first reported a position in BWX in Q4 2020 and held it in 7 quarters. The position peaked at $63K in Q1 2022. 131 funds tracked by Wall St. Rank hold BWX as of Q3 2022.

Baystate Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Baystate Wealth Management sold 1,589 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2022, an estimated $37K.
Baystate Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Baystate Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $63K in Q1 2022.
131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.