Financial Engines Advisors’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
403,152
-6,771
| -2% | -$159K | 0.02% | 102 |
|
|
2025
Q1 | $8.96M | Sell |
409,923
-128,235
| -24% | -$2.8M | 0.02% | 98 |
|
|
2024
Q4 | $11.5M | Buy |
538,158
+21,723
| +4% | +$465K | 0.02% | 95 |
|
|
2024
Q3 | $12.1M | Buy |
516,435
+66,080
| +15% | +$1.54M | 0.03% | 83 |
|
|
2024
Q2 | $9.65M | Buy |
450,355
+134,946
| +43% | +$2.89M | 0.02% | 86 |
|
|
2024
Q1 | $7.01M | Buy |
315,409
+38,938
| +14% | +$866K | 0.02% | 93 |
|
|
2023
Q4 | $6.41M | Sell |
276,471
-213,512
| -44% | -$4.95M | 0.02% | 91 |
|
|
2023
Q3 | $10.4M | Sell |
489,983
-382,561
| -44% | -$8.13M | 0.03% | 72 |
|
|
2023
Q2 | $19.7M | Buy |
872,544
+29,602
| +4% | +$668K | 0.05% | 60 |
|
|
2023
Q1 | $19.5M | Sell |
842,942
-1,921,401
| -70% | -$44.4M | 0.05% | 60 |
|
|
2022
Q4 | $62M | Buy |
2,764,343
+2,462,445
| +816% | +$55.2M | 0.18% | 49 |
|
|
2022
Q3 | $6.29M | Buy |
301,898
+148,595
| +97% | +$3.09M | 0.02% | 82 |
|
|
2022
Q2 | $3.55M | Buy |
153,303
+57,469
| +60% | +$1.33M | 0.01% | 92 |
|
|
2022
Q1 | $2.5M | Buy |
95,834
+79,980
| +504% | +$2.08M | 0.01% | 107 |
|
|
2021
Q4 | $448K | Buy |
+15,854
| New | +$448K | ﹤0.01% | 166 |
|
|
2021
Q3 | – | Sell |
-10,211
| Closed | -$300K | – | 269 |
|
|
2021
Q2 | $300K | Buy |
10,211
+316
| +3% | +$9.28K | ﹤0.01% | 177 |
|
|
2021
Q1 | $288K | Buy |
9,895
+1,277
| +15% | +$37.2K | ﹤0.01% | 214 |
|
|
2020
Q4 | $269K | Buy |
8,618
+48
| +0.6% | +$1.5K | ﹤0.01% | 219 |
|
|
2020
Q3 | $254K | Hold |
8,570
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $248K | Buy |
8,570
+1,230
| +17% | +$35.6K | ﹤0.01% | 172 |
|
|
2020
Q1 | $204K | Buy |
+7,340
| New | +$204K | ﹤0.01% | 142 |
|
|
2018
Q1 | – | Sell |
-50
| Closed | -$1K | – | 145 |
|
|
2017
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 172 |
|