IFWM
Institute for Wealth Management’s SPDR Bloomberg Barclays International Treasury Bond ETF BWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,011
| Closed | -$442K | – | 272 |
|
|
2018
Q3 | $442K | Sell |
16,011
-1,634
| -9% | -$45.1K | 0.15% | 169 |
|
|
2018
Q2 | $490K | Sell |
17,645
-388
| -2% | -$10.8K | 0.16% | 168 |
|
|
2018
Q1 | $517K | Buy |
+18,033
| New | +$517K | 0.15% | 189 |
|
|
2017
Q4 | – | Sell |
-24,881
| Closed | -$699K | – | 395 |
|
|
2017
Q3 | $699K | Sell |
24,881
-172
| -0.7% | -$4.83K | 0.23% | 153 |
|
|
2017
Q2 | $692K | Buy |
+25,053
| New | +$692K | 0.19% | 174 |
|
|
2015
Q4 | $1.26M | Sell |
24,436
-12,875
| -35% | -$665K | 1.88% | 18 |
|
|
2015
Q3 | $1.94M | Buy |
37,311
+11,461
| +44% | +$597K | 3.69% | 12 |
|
|
2015
Q2 | $1.35M | Sell |
25,850
-738
| -3% | -$38.4K | 1.74% | 23 |
|
|
2015
Q1 | $1.41M | Sell |
26,588
-1,759
| -6% | -$93.4K | 1.55% | 24 |
|
|
2014
Q4 | $1.57M | Sell |
28,347
-8,836
| -24% | -$489K | 1.65% | 23 |
|
|
2014
Q3 | $2.14M | Buy |
37,183
+9,241
| +33% | +$532K | 2.04% | 18 |
|
|
2014
Q2 | $1.7M | Sell |
27,942
-1,212
| -4% | -$73.7K | 1.47% | 19 |
|
|
2014
Q1 | $1.73M | Sell |
29,154
-2,578
| -8% | -$153K | 1.48% | 22 |
|
|
2013
Q4 | $1.83M | Sell |
31,732
-5,783
| -15% | -$334K | 1.32% | 27 |
|
|
2013
Q3 | $2.19M | Sell |
37,515
-2,556
| -6% | -$149K | 1.51% | 25 |
|
|
2013
Q2 | $2.26M | Buy |
+40,071
| New | +$2.26M | 1.81% | 24 |
|