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

Elmwood 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
2022 Q1	–	Sell	-932	Closed	-$26K	–	131
2021 Q4	$26K	Buy	+932	New	+$26.5K	0.01%	232
2021 Q2	$27K	Hold	932	–	–	0.01%	203
2021 Q1	$27K	Buy	+932	New	+$28.3K	0.02%	195
2020 Q3	$22K	Hold	762	–	–	0.02%	155
2020 Q2	$22K	Buy	762 +500	+191%	+$14.1K	0.02%	155
2020 Q1	$7.73K	Buy	+262	New	+$7.45K	0.01%	204
2019 Q4	–	Sell	-262	Closed	-$8K	–	106
2019 Q3	$8K	Hold	262	–	–	0.01%	191
2019 Q2	$8K	Hold	262	–	–	0.01%	204
2019 Q1	$7K	Hold	262	–	–	0.01%	201
2018 Q4	$7K	Hold	262	–	–	0.01%	210
2018 Q3	$7.17K	Hold	262	–	–	0.01%	216
2018 Q2	$7.27K	Hold	262	–	–	0.01%	210
2018 Q1	$7.73K	Buy	+262	New	+$7.62K	0.01%	204

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Elmwood Wealth Management's BWX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2022, closing a stake of 932 shares — an estimated $26K sold.

Elmwood Wealth Management first reported a position in BWX in Q1 2018 and held it in 13 quarters. The position peaked at $27K in Q2 2021. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

Elmwood Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 932 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $26K.
Elmwood Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $27K in Q2 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.