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

Capital Asset 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
2021 Q4	–	Sell	-38	Closed	-$1K	–	610
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	684
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	706
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	673
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	1494
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	529
2020 Q2	$1K	Hold	38	–	–	﹤0.01%	554
2020 Q1	$1K	Buy	+38	New	+$1.08K	﹤0.01%	492

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

Capital Asset Advisory Services's BWX Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 38 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in BWX in Q1 2020 and held it in 7 quarters. The position peaked at $1K in Q3 2021. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

Capital Asset Advisory Services reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 38 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $1K.
Capital Asset Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
Capital Asset Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1K in Q3 2021.
153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.