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Glassy Mountain Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Glassy Mountain Advisors’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
-177
Closed -$3.97K – 44
2022
Q4 		$3.97K Buy
+177
New +$3.85K ﹤0.01% 198

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

Glassy Mountain Advisors's BWX Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2023, closing a stake of 177 shares — an estimated $3.97K sold.

Glassy Mountain Advisors first reported a position in BWX in Q4 2022 and held it in 1 quarter. The position peaked at $3.97K in Q4 2022. 134 funds tracked by Wall St. Rank hold BWX as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 177 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2023, an estimated $3.97K.
  • Glassy Mountain Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.97K 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 Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.