Faithward Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Faithward Advisors’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
2023 Q4	–	Sell	-55	Closed	-$1.18K	–	259
2023 Q3	$1.18K	Hold	55	–	–	﹤0.01%	237
2023 Q2	$1.22K	Buy	+55	New	+$1.25K	﹤0.01%	261

Other funds holding BWX

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Faithward Advisors's BWX Position: Q4 2023 in Review

Faithward Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023, closing a stake of 55 shares — an estimated $1.18K sold.

Faithward Advisors first reported a position in BWX in Q2 2023 and held it in 2 quarters. The position peaked at $1.22K in Q2 2023. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

Faithward Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Faithward Advisors sold 55 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2023, an estimated $1.18K.
Faithward Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
Faithward Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.22K in Q2 2023.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on Faithward Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.