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

FourThought Financial’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 Q3	$2K	Buy	107 +1	+0.9%	+$23	﹤0.01%	1305
2022 Q2	$2K	Hold	106	–	–	﹤0.01%	1310
2022 Q1	$3K	Hold	106	–	–	﹤0.01%	1282
2021 Q4	$3K	Buy	106 +1	+1%	+$28	﹤0.01%	1293
2021 Q3	$3K	Hold	105	–	–	﹤0.01%	1293
2021 Q2	$3K	Hold	105	–	–	﹤0.01%	1286
2021 Q1	$3K	Hold	105	–	–	﹤0.01%	1234
2020 Q4	$3K	Buy	+105	New	+$3.2K	﹤0.01%	1210

Other funds holding BWX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

FourThought Financial's BWX Position: Q3 2022 in Review

FourThought Financial increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.94% in Q3 2022, buying an estimated $23 and bringing the position to 107 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

FourThought Financial first reported a position in BWX in Q4 2020 and has held it in 8 quarters since. The position peaked at $3K in Q1 2022. 131 funds tracked by Wall St. Rank hold BWX as of Q3 2022.

FourThought Financial held 107 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2K as of Q3 2022.
FourThought Financial bought 1 State Street SPDR Bloomberg International Treasury Bond ETF share in Q3 2022, an estimated $23.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1305 holding.
FourThought Financial first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K in Q1 2022.
131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.