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

Boston Standard 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
2016 Q4	–	Sell	-12,171	Closed	-$351K	–	22
2016 Q3	$351K	Sell	12,171 -9,703	-44%	-$279K	0.28%	22
2016 Q2	$625K	Sell	21,874 -32,366	-60%	-$908K	0.54%	19
2016 Q1	$1.51M	Sell	54,240 -15,280	-22%	-$407K	1.38%	15
2015 Q4	$1.8M	Sell	69,520 -20,098	-22%	-$521K	1.77%	14
2015 Q3	$2.34M	Sell	89,618 -19,426	-18%	-$505K	2.33%	10
2015 Q2	$2.85M	Sell	109,044 -13,298	-11%	-$352K	2.66%	10
2015 Q1	$3.24M	Sell	122,342 -33,664	-22%	-$908K	3.02%	10
2014 Q4	$4.33M	Buy	+156,006	New	+$4.43M	4.28%	9

Other funds holding BWX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Boston Standard Wealth Management's BWX Position: Q4 2016 in Review

Boston Standard Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2016, closing a stake of 12,171 shares — an estimated $351K sold.

Boston Standard Wealth Management first reported a position in BWX in Q4 2014 and held it in 8 quarters. The position peaked at $4.33M in Q4 2014. 151 funds tracked by Wall St. Rank hold BWX as of Q4 2016.

Boston Standard Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Boston Standard Wealth Management sold 12,171 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2016, an estimated $351K.
Boston Standard Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2014 and held it in 8 quarters.
Boston Standard Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.33M in Q4 2014.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2016.

Based on Boston Standard Wealth Management's 13F filing for Q4 2016, filed 12 Jan 2017.