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Independent Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-16,700
Closed -$464K – 483
2020
Q1 		$464K Buy
+16,700
New +$475K 0.14% 182

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Independent Financial Group's BWX Position: Q2 2020 in Review

Independent Financial Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2020, closing a stake of 16,700 shares — an estimated $464K sold.

Independent Financial Group first reported a position in BWX in Q1 2020 and held it in 1 quarter. The position peaked at $464K in Q1 2020. 130 funds tracked by Wall St. Rank hold BWX as of Q2 2020.

  • Independent Financial Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 16,700 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2020, an estimated $464K.
  • Independent Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $464K in Q1 2020.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.