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GC
Garde Capital’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
Garde Capital’s Portfolio
BWX Stock Details
BWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-14,629
Closed
-$390K
–
134
2017
Q1
$390K
Sell
14,629
-11,697
-44%
-$307K
0.1%
74
2016
Q4
$684K
Buy
26,326
+14,101
+115%
+$380K
0.2%
51
2016
Q3
$637K
Sell
12,225
-25,627
-68%
-$736K
0.2%
85
2016
Q2
$1.08M
Sell
37,852
-1,548
-4%
-$43.4K
0.35%
36
2016
Q1
$1.1M
Sell
39,400
-818
-2%
-$21.8K
0.36%
34
2015
Q4
$1.04M
Buy
40,218
+15,768
+64%
+$409K
0.36%
39
2015
Q3
$637K
Sell
24,450
-33,804
-58%
-$879K
0.2%
85
2015
Q2
$1.51M
Buy
58,254
+29,256
+101%
+$774K
0.46%
44
2015
Q1
$770K
Sell
28,998
-1,754
-6%
-$47.3K
0.23%
82
2014
Q4
$851K
Sell
30,752
-9,478
-24%
-$269K
0.26%
76
2014
Q3
$1.15M
Buy
40,230
+32
+0.1%
+$954
0.45%
44
2014
Q2
$1.22M
Buy
+40,198
New
+$1.2M
0.48%
41
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$501B AUM
22.01%
1-Year Est. Return
PSUF
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$3.51B AUM
12.24%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LG
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Minneapolis, Minnesota
$939M AUM
37.7%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
VFA
Voya Financial Advisors
Windsor, Connecticut
$1B AUM
12.91%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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