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

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

Other funds holding BWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garde Capital's BWX Position: Q2 2017 in Review

Garde Capital sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2017, closing a stake of 14,629 shares — an estimated $390K sold.

Garde Capital first reported a position in BWX in Q2 2014 and held it in 12 quarters. The position peaked at $1.51M in Q2 2015. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2017.

Garde Capital reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
Garde Capital sold 14,629 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2017, an estimated $390K.
Garde Capital first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2014 and held it in 12 quarters.
Garde Capital's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.51M in Q2 2015.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2017.

Based on Garde Capital's 13F filing for Q2 2017, filed 31 Jul 2017.