Gradient Investments’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-156	Closed	-$3.62K	–	1326
2023 Q4	$3.62K	Buy	+156	New	+$3.4K	﹤0.01%	1074
2021 Q4	–	Sell	-54	Closed	-$2K	–	1233
2021 Q3	$2K	Buy	+54	New	+$1.59K	﹤0.01%	991
2021 Q1	–	Sell	-87	Closed	-$3K	–	1159
2020 Q4	$3K	Hold	87	–	–	﹤0.01%	874
2020 Q3	$3K	Buy	87 +11	+14%	+$327	﹤0.01%	880
2020 Q2	$2K	Buy	76 +7	+10%	+$197	﹤0.01%	866
2020 Q1	$2K	Buy	+69	New	+$1.96K	﹤0.01%	894
2016 Q4	–	Sell	-40	Closed	-$1K	–	729
2016 Q3	$1K	Buy	+40	New	+$1.15K	﹤0.01%	635
2016 Q2	–	Sell	-36	Closed	-$1K	–	715
2016 Q1	$1K	Buy	+36	New	+$958	﹤0.01%	650
2015 Q3	–	Sell	-86	Closed	-$2K	–	600
2015 Q2	$2K	Buy	86 +44	+105%	+$1.17K	﹤0.01%	513
2015 Q1	$1K	Buy	+42	New	+$1.13K	﹤0.01%	569
2013 Q3	–	Sell	-148	Closed	-$4K	–	501
2013 Q2	$4K	Buy	+148	New	+$4.32K	﹤0.01%	315

Other funds holding BWX

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gradient Investments's BWX Position: Q1 2024 in Review

Gradient Investments sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2024, closing a stake of 156 shares — an estimated $3.62K sold.

Gradient Investments first reported a position in BWX in Q2 2013 and held it in 11 quarters. The position peaked at $4K in Q2 2013. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2024.

Gradient Investments reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 156 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2024, an estimated $3.62K.
Gradient Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
Gradient Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4K in Q2 2013.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.