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

Bison Wealth’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	-364	Closed	-$10K	–	365
2021 Q3	$10K	Hold	364	–	–	﹤0.01%	422
2021 Q2	$11K	Hold	364	–	–	﹤0.01%	402
2021 Q1	$11K	Hold	364	–	–	﹤0.01%	410
2020 Q4	$11K	Hold	364	–	–	0.01%	358
2020 Q3	$11K	Hold	364	–	–	0.01%	313
2020 Q2	$11K	Hold	364	–	–	0.01%	307
2020 Q1	$10K	Hold	364	–	–	0.01%	293
2019 Q4	$10K	Buy	+364	New	+$10.4K	﹤0.01%	352

Other funds holding BWX

PWPCM

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

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 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

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

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

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

Bison Wealth's BWX Position: Q4 2021 in Review

Bison Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 364 shares — an estimated $10K sold.

Bison Wealth first reported a position in BWX in Q4 2019 and held it in 8 quarters. The position peaked at $11K in Q2 2021. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

Bison Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 364 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $10K.
Bison Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Bison Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $11K 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 Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.