Financial Advocates Investment Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Financial Advocates Investment 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 Q4	–	Sell	-3,171	Closed	-$746K	–	768
2022 Q3	$746K	Buy	+3,171	New	+$71.6K	0.06%	316

Other funds holding BWX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Financial Advocates Investment Management's BWX Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2022, closing a stake of 3,171 shares — an estimated $746K sold.

Financial Advocates Investment Management first reported a position in BWX in Q3 2022 and held it in 1 quarter. The position peaked at $746K in Q3 2022. 140 funds tracked by Wall St. Rank hold BWX as of Q4 2022.

Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 3,171 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2022, an estimated $746K.
Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
Financial Advocates Investment Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $746K in Q3 2022.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.