Founders Financial Alliance’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Founders Financial Alliance’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
2021 Q1	–	Sell	-200	Closed	-$6K	–	463
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	380
2020 Q3	$6K	Buy	+200	New	+$5.95K	﹤0.01%	905

Other funds holding BWX

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Founders Financial Alliance's BWX Position: Q1 2021 in Review

Founders Financial Alliance sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Founders Financial Alliance first reported a position in BWX in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 149 funds tracked by Wall St. Rank hold BWX as of Q1 2021.

Founders Financial Alliance reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Founders Financial Alliance sold 200 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2021, an estimated $6K.
Founders Financial Alliance first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2020 and held it in 2 quarters.
Founders Financial Alliance's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6K in Q4 2020.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2021.

Based on Founders Financial Alliance's 13F filing for Q1 2021, filed 14 May 2021.