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Bristlecone Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Bristlecone Advisors’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
2023
Q2 		– Sell
-790
Closed -$18.3K – 279
2023
Q1 		$18.3K Buy
+790
New +$18K ﹤0.01% 319

Other funds holding BWX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bristlecone Advisors's BWX Position: Q2 2023 in Review

Bristlecone Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2023, closing a stake of 790 shares — an estimated $18.3K sold.

Bristlecone Advisors first reported a position in BWX in Q1 2023 and held it in 1 quarter. The position peaked at $18.3K in Q1 2023. 129 funds tracked by Wall St. Rank hold BWX as of Q2 2023.

  • Bristlecone Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 790 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2023, an estimated $18.3K.
  • Bristlecone Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Bristlecone Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $18.3K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2023.

Based on Bristlecone Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.