Householder Group Estate & Retirement Specialist’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$6K	Hold	314	–	–	﹤0.01%	411
2024 Q3	$7K	Hold	314	–	–	﹤0.01%	872
2024 Q2	$6K	Hold	314	–	–	﹤0.01%	903
2024 Q1	$6.98K	Hold	314	–	–	﹤0.01%	880
2023 Q4	$7K	Sell	314 -23	-7%	-$502	﹤0.01%	832
2023 Q3	$7.16K	Buy	+337	New	+$7.47K	﹤0.01%	861
2023 Q1	$7K	Buy	+314	New	+$7.16K	﹤0.01%	878
2022 Q4	–	Sell	-314	Closed	-$6K	–	428
2022 Q3	$6K	Buy	+314	New	+$7.09K	﹤0.01%	830

Other funds holding BWX

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BWX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q4 2024 at 314 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Householder Group Estate & Retirement Specialist first reported a position in BWX in Q3 2022 and has held it in 8 quarters since. The position peaked at $7.16K in Q3 2023. 131 funds tracked by Wall St. Rank hold BWX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 314 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $6K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q4 2024.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #411 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $7.16K in Q3 2023.
131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.