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Independent Advisor Alliance’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-331,109
Closed -$8.85M – 257
2017
Q1 		$8.85M Buy
+331,109
New +$8.69M 1.4% 9

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's BWX Position: Q2 2017 in Review

Independent Advisor Alliance sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2017, closing a stake of 331,109 shares — an estimated $8.85M sold.

Independent Advisor Alliance first reported a position in BWX in Q1 2017 and held it in 1 quarter. The position peaked at $8.85M in Q1 2017. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2017.

  • Independent Advisor Alliance reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 331,109 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2017, an estimated $8.85M.
  • Independent Advisor Alliance first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8.85M in Q1 2017.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.