Financial Architects (New Jersey)’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-85	Closed	-$2K	–	1221
2019 Q1	$2K	Buy	+85	New	+$2.36K	﹤0.01%	1320
2017 Q1	–	Sell	-5,688	Closed	-$148K	–	1568
2016 Q4	$148K	Hold	5,688	–	–	0.03%	304
2016 Q3	$164K	Hold	5,688	–	–	0.04%	297
2016 Q2	$163K	Hold	5,688	–	–	0.05%	284
2016 Q1	$159K	Buy	+5,688	New	+$151K	0.06%	218
2015 Q3	–	Sell	-6,242	Closed	-$162K	–	305
2015 Q2	$162K	Hold	6,242	–	–	0.06%	223
2015 Q1	$166K	Buy	6,242 +224	+4%	+$6.04K	0.06%	220
2014 Q4	$167K	Buy	+6,018	New	+$171K	0.07%	188
2014 Q3	–	Sell	-330	Closed	-$10K	–	911
2014 Q2	$10K	Buy	+330	New	+$9.88K	﹤0.01%	631
2013 Q4	–	Sell	-48	Closed	-$1K	–	211
2013 Q3	$1K	Buy	+48	New	+$1.37K	﹤0.01%	709

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Financial Architects (New Jersey)'s BWX Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2019, closing a stake of 85 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in BWX in Q3 2013 and held it in 10 quarters. The position peaked at $167K in Q4 2014. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 85 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2019, an estimated $2K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2013 and held it in 10 quarters.
Financial Architects (New Jersey)'s State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $167K in Q4 2014.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.