Independent Wealth Network’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Independent Wealth Network’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
2023 Q3	–	Sell	-20,175	Closed	-$455K	–	204
2023 Q2	$455K	Buy	+20,175	New	+$459K	0.27%	95

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Jane Street New York $777B AUM 61.18% 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

Independent Wealth Network's BWX Position: Q3 2023 in Review

Independent Wealth Network sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2023, closing a stake of 20,175 shares — an estimated $455K sold.

Independent Wealth Network first reported a position in BWX in Q2 2023 and held it in 1 quarter. The position peaked at $455K in Q2 2023. 127 funds tracked by Wall St. Rank hold BWX as of Q3 2023.

Independent Wealth Network reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Independent Wealth Network sold 20,175 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2023, an estimated $455K.
Independent Wealth Network first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
Independent Wealth Network's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $455K in Q2 2023.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2023.

Based on Independent Wealth Network's 13F filing for Q3 2023, filed 11 Oct 2023.