First Merchants Corp’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

First Merchants Corp’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 Q1	–	Sell	-219,184	Closed	-$6.2M	–	234
2021 Q4	$6.2M	Sell	219,184 -30,837	-12%	-$877K	0.48%	66
2021 Q3	$7.18M	Sell	250,021 -12,563	-5%	-$370K	0.46%	54
2021 Q2	$7.7M	Buy	262,584 +10,729	+4%	+$319K	0.5%	49
2021 Q1	$7.34M	Buy	251,855 +9,593	+4%	+$291K	0.49%	49
2020 Q4	$7.56M	Sell	242,262 -1,507	-0.6%	-$45.9K	0.52%	44
2020 Q3	$7.23M	Sell	243,769 -1,633	-0.7%	-$48.5K	0.55%	39
2020 Q2	$7.09M	Buy	245,402 +3,466	+1%	+$97.7K	0.6%	35
2020 Q1	$6.72M	Buy	241,936 +3,078	+1%	+$87.6K	0.87%	27
2019 Q4	$6.88M	Sell	238,858 -12,027	-5%	-$345K	0.7%	40
2019 Q3	$7.2M	Buy	+250,885	New	+$7.24M	0.77%	29

Other funds holding BWX

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

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

Bank of America

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

Envestnet Asset Management

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

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Creative Planning

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

Manulife (Manufacturers Life Insurance)

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