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Financial & Tax Architects’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Financial & Tax Architects’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
-130,246
Closed -$2.71M – 84
2022
Q3 		$2.71M Buy
+130,246
New +$2.94M 1.02% 36

Other funds holding BWX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
1832 Asset Management
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
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Financial & Tax Architects's BWX Position: Q4 2022 in Review

Financial & Tax Architects sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2022, closing a stake of 130,246 shares — an estimated $2.71M sold.

Financial & Tax Architects first reported a position in BWX in Q3 2022 and held it in 1 quarter. The position peaked at $2.71M in Q3 2022. 140 funds tracked by Wall St. Rank hold BWX as of Q4 2022.

  • Financial & Tax Architects reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Financial & Tax Architects sold 130,246 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2022, an estimated $2.71M.
  • Financial & Tax Architects first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Financial & Tax Architects's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.71M 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 & Tax Architects's 13F filing for Q4 2022, filed 9 Feb 2023.