Independent Portfolio Consultants’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Independent Portfolio Consultants’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	$1K	Sell	20 -40	-67%	-$1.09K	﹤0.01%	776
2017 Q1	$2K	Sell	60 -965	-94%	-$25.3K	﹤0.01%	790
2016 Q4	$27K	Sell	1,025 -35	-3%	-$943	0.01%	598
2016 Q3	$31K	Hold	1,060	–	–	0.01%	605
2016 Q2	$30K	Sell	1,060 -30	-3%	-$842	0.01%	609
2016 Q1	$30K	Buy	+1,090	New	+$29K	0.01%	630
2015 Q1	–	Sell	-1,530	Closed	-$42K	–	991
2014 Q4	$42K	Hold	1,530	–	–	0.01%	641
2014 Q3	$44K	Sell	1,530 -2,330	-60%	-$69.5K	0.01%	648
2014 Q2	$117K	Buy	+3,860	New	+$116K	0.03%	504

Other funds holding BWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's BWX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 67% in Q2 2017, selling an estimated $1.09K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Independent Portfolio Consultants first reported a position in BWX in Q2 2014 and has held it in 9 quarters since. The position peaked at $117K in Q2 2014. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2017.

Independent Portfolio Consultants held 20 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1K as of Q2 2017.
Independent Portfolio Consultants sold 40 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2017, an estimated $1.09K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #776 holding.
Independent Portfolio Consultants first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2014 and has held it in 9 quarters since.
Independent Portfolio Consultants's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $117K in Q2 2014.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.