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Bedel Financial Consulting’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-1,200
Closed -$34K – 1010
2021
Q3 		$34K Hold
1,200
– – 0.01% 441
2021
Q2 		$35K Hold
1,200
– – 0.01% 446
2021
Q1 		$35K Buy
+1,200
New +$36.4K 0.01% 424

Other funds holding BWX

PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bedel Financial Consulting's BWX Position: Q4 2021 in Review

Bedel Financial Consulting sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 1,200 shares — an estimated $34K sold.

Bedel Financial Consulting first reported a position in BWX in Q1 2021 and held it in 3 quarters. The position peaked at $35K in Q2 2021. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

  • Bedel Financial Consulting reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,200 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $34K.
  • Bedel Financial Consulting first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $35K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.