IndexIQ Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

IndexIQ Advisors’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
2022 Q1	$779K	Sell	29,929 -28,269	-49%	-$767K	0.03%	314
2021 Q4	$1.65M	Sell	58,198 -794,158	-93%	-$22.6M	0.06%	241
2021 Q3	$24.5M	Sell	852,356 -270,035	-24%	-$7.95M	0.82%	24
2021 Q2	$32.9M	Buy	1,122,391 +1,083,243	+2,767%	+$32.2M	1.11%	16
2021 Q1	$1.14M	Buy	+39,148	New	+$1.19M	0.04%	251

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

IndexIQ Advisors's BWX Position: Q1 2022 in Review

IndexIQ Advisors reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 49% in Q1 2022, selling an estimated $767K and leaving 29,929 shares worth $779K. The position accounts for 0.03% of the portfolio, ranked #314.

IndexIQ Advisors first reported a position in BWX in Q1 2021 and has held it in 5 quarters since. The position peaked at $32.9M in Q2 2021. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

IndexIQ Advisors held 29,929 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $779K as of Q1 2022.
IndexIQ Advisors sold 28,269 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $767K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of IndexIQ Advisors's portfolio in Q1 2022, its #314 holding.
IndexIQ Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and has held it in 5 quarters since.
IndexIQ Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $32.9M in Q2 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.