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

Cherry Tree 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
2025
Q1 		– Sell
-884
Closed -$18.9K – 758
2024
Q4 		$18.9K Hold
884
– – ﹤0.01% 345
2024
Q3 		$20.6K Buy
+884
New +$20K ﹤0.01% 341

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CPO
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Cherry Tree Wealth Management's BWX Position: Q1 2025 in Review

Cherry Tree Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 884 shares — an estimated $18.9K sold.

Cherry Tree Wealth Management first reported a position in BWX in Q3 2024 and held it in 2 quarters. The position peaked at $20.6K in Q3 2024. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

  • Cherry Tree Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 884 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $18.9K.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $20.6K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.