GWP
BWX icon

Gateway Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Gateway Wealth Partners’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
2023
Q1 		– Sell
-9,073
Closed -$204K – 227
2022
Q4 		$204K Buy
+9,073
New +$197K 0.04% 188

Other funds holding BWX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gateway Wealth Partners's BWX Position: Q1 2023 in Review

Gateway Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2023, closing a stake of 9,073 shares — an estimated $204K sold.

Gateway Wealth Partners first reported a position in BWX in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 134 funds tracked by Wall St. Rank hold BWX as of Q1 2023.

  • Gateway Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 9,073 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2023, an estimated $204K.
  • Gateway Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Gateway Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $204K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2023.

Based on Gateway Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.