IFP Advisors’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35K | Hold |
57
| – | – | ﹤0.01% | 4084 |
|
|
2025
Q1 | $1.25K | Hold |
57
| – | – | ﹤0.01% | 3287 |
|
|
2024
Q4 | $1.22K | Hold |
57
| – | – | ﹤0.01% | 3240 |
|
|
2024
Q3 | $1.33K | Hold |
57
| – | – | ﹤0.01% | 3030 |
|
|
2024
Q2 | $1.21K | Buy |
57
+31
| +119% | +$660 | ﹤0.01% | 2949 |
|
|
2024
Q1 | $578 | Sell |
26
-208
| -89% | -$4.62K | ﹤0.01% | 2958 |
|
|
2023
Q4 | $5.42K | Buy |
234
+208
| +800% | +$4.82K | ﹤0.01% | 2398 |
|
|
2023
Q3 | $552 | Sell |
26
-209
| -89% | -$4.44K | ﹤0.01% | 3093 |
|
|
2023
Q2 | $5.3K | Buy |
235
+209
| +804% | +$4.71K | ﹤0.01% | 2523 |
|
|
2023
Q1 | $1.34K | Sell |
26
-3,331
| -99% | -$171K | ﹤0.01% | 3021 |
|
|
2022
Q4 | $172K | Sell |
3,357
-55
| -2% | -$2.82K | ﹤0.01% | 1430 |
|
|
2022
Q3 | $175K | Hold |
3,412
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q2 | $175K | Hold |
3,412
| – | – | 0.01% | 1345 |
|
|
2022
Q1 | $175K | Buy |
3,412
+3,324
| +3,777% | +$170K | 0.01% | 1345 |
|
|
2021
Q4 | $3K | Buy |
88
+62
| +238% | +$2.11K | ﹤0.01% | 2599 |
|
|
2021
Q3 | $1K | Sell |
26
-212
| -89% | -$8.15K | ﹤0.01% | 2922 |
|
|
2021
Q2 | $7K | Sell |
238
-110
| -32% | -$3.24K | ﹤0.01% | 2323 |
|
|
2021
Q1 | $10K | Sell |
348
-41
| -11% | -$1.18K | ﹤0.01% | 2121 |
|
|
2020
Q4 | $12K | Hold |
389
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q3 | $12K | Buy |
389
+1
| +0.3% | +$31 | ﹤0.01% | 1824 |
|
|
2020
Q2 | $11K | Sell |
388
-48
| -11% | -$1.36K | ﹤0.01% | 1767 |
|
|
2020
Q1 | $12K | Hold |
436
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q4 | $12K | Sell |
436
-132
| -23% | -$3.63K | ﹤0.01% | 1828 |
|
|
2019
Q3 | $16K | Buy |
+568
| New | +$16K | ﹤0.01% | 1853 |
|
|
2019
Q1 | $130K | Sell |
4,678
-13,911
| -75% | -$387K | 0.02% | 599 |
|
|
2018
Q4 | $512K | Sell |
18,589
-80,824
| -81% | -$2.23M | 0.03% | 547 |
|
|
2018
Q3 | $2.72M | Sell |
99,413
-880
| -0.9% | -$24.1K | 0.11% | 202 |
|
|
2018
Q2 | $2.78M | Buy |
100,293
+5,550
| +6% | +$154K | 0.12% | 198 |
|
|
2018
Q1 | $2.69M | Hold |
94,743
| – | – | 0.12% | 193 |
|
|
2017
Q4 | $2.69M | Sell |
94,743
-2,077
| -2% | -$59.1K | 0.12% | 193 |
|
|
2017
Q3 | $2.72M | Sell |
96,820
-40,412
| -29% | -$1.14M | 0.11% | 205 |
|
|
2017
Q2 | $3.79M | Buy |
137,232
+94,456
| +221% | +$2.61M | 0.16% | 135 |
|
|
2017
Q1 | $1.14M | Sell |
42,776
-21,302
| -33% | -$568K | 0.05% | 391 |
|
|
2016
Q4 | $1.67M | Sell |
64,078
-32,399
| -34% | -$842K | 0.08% | 271 |
|
|
2016
Q3 | $2.78M | Buy |
96,477
+25,041
| +35% | +$722K | 0.14% | 154 |
|
|
2016
Q2 | $2.04M | Buy |
71,436
+62,080
| +664% | +$1.77M | 0.11% | 206 |
|
|
2016
Q1 | $130K | Sell |
9,356
-26,136
| -74% | -$363K | 0.02% | 599 |
|
|
2015
Q4 | $916K | Buy |
+35,492
| New | +$916K | 0.06% | 329 |
|