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High Note Wealth’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

High Note Wealth’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
2025
Q1 		– Sell
-16
Closed -$342 – 889
2024
Q4 		$342 Buy
+16
New +$353 ﹤0.01% 782

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

High Note Wealth's BWX Position: Q1 2025 in Review

High Note Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 16 shares — an estimated $342 sold.

High Note Wealth first reported a position in BWX in Q4 2024 and held it in 1 quarter. The position peaked at $342 in Q4 2024. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

  • High Note Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • High Note Wealth sold 16 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $342.
  • High Note Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • High Note Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $342 in Q4 2024.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.