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

EPG 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
2020
Q2 		– Sell
-65
Closed -$2K – 214
2020
Q1 		$2K Hold
65
– – ﹤0.01% 680
2019
Q4 		$2K Buy
+65
New +$1.86K ﹤0.01% 591

Other funds holding BWX

Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

EPG Wealth Management's BWX Position: Q2 2020 in Review

EPG Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2020, closing a stake of 65 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in BWX in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 130 funds tracked by Wall St. Rank hold BWX as of Q2 2020.

  • EPG Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 65 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2K 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 EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.