HFG Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

HFG Wealth Management’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	-56,014	Closed	-$1.3M	–	40
2023 Q4	$1.3M	Buy	+56,014	New	+$1.22M	0.32%	39
2023 Q1	$1.48M	Buy	+64,015	New	+$1.46M	0.31%	40

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

HFG Wealth Management's BWX Position: Q1 2024 in Review

HFG Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2024, closing a stake of 56,014 shares — an estimated $1.3M sold.

HFG Wealth Management first reported a position in BWX in Q1 2023 and held it in 2 quarters. The position peaked at $1.48M in Q1 2023. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2024.

HFG Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
HFG Wealth Management sold 56,014 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2024, an estimated $1.3M.
HFG Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
HFG Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.48M in Q1 2023.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2024.

Based on HFG Wealth Management's 13F filing for Q1 2024, filed 28 Jun 2024.