Capital Advisory Group Advisory Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q2	–	Sell	-25	Closed	-$1K	–	466
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	400
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	189
2019 Q3	$1K	Buy	+25	New	+$722	﹤0.01%	409

Other funds holding BWX

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

Capital Advisory Group Advisory Services's BWX Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in BWX in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 130 funds tracked by Wall St. Rank hold BWX as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 25 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2020, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2019 and held it in 3 quarters.
Capital Advisory Group Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1K in Q1 2020.
130 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.