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

BerganKDV 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 Q2	–	Sell	-67	Closed	-$2K	–	975
2022 Q1	$2K	Buy	+67	New	+$1.82K	﹤0.01%	837
2018 Q3	–	Sell	-1,162	Closed	-$32K	–	618
2018 Q2	$32K	Buy	+1,162	New	+$33K	0.01%	369

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

BerganKDV Wealth Management's BWX Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2022, closing a stake of 67 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in BWX in Q2 2018 and held it in 2 quarters. The position peaked at $32K in Q2 2018. 134 funds tracked by Wall St. Rank hold BWX as of Q2 2022.

BerganKDV Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 67 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
BerganKDV Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $32K in Q2 2018.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.