Impact Partnership Wealth’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Impact Partnership 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
2024 Q2	–	Sell	-56	Closed	-$1.25K	–	278
2024 Q1	$1.25K	Sell	56 -5	-8%	-$112	﹤0.01%	606
2023 Q4	$1.41K	Sell	61 -212	-78%	-$4.63K	﹤0.01%	725
2023 Q3	$5.8K	Sell	273 -38,299	-99%	-$849K	﹤0.01%	671
2023 Q2	$870K	Buy	+38,572	New	+$878K	0.3%	36

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

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 $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

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

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

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

Impact Partnership Wealth's BWX Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2024, closing a stake of 56 shares — an estimated $1.25K sold.

Impact Partnership Wealth first reported a position in BWX in Q2 2023 and held it in 4 quarters. The position peaked at $870K in Q2 2023. 123 funds tracked by Wall St. Rank hold BWX as of Q2 2024.

Impact Partnership Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 56 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2024, an estimated $1.25K.
Impact Partnership Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $870K in Q2 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.