Jackson Creek Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Jackson Creek Investment 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	–	Sell	-16,889	Closed	-$477K	–	309
2021 Q4	$477K	Sell	16,889 -9,085	-35%	-$258K	0.17%	240
2021 Q3	$746K	Buy	25,974 +256	+1%	+$7.54K	0.28%	192
2021 Q2	$755K	Buy	25,718 +2,171	+9%	+$64.5K	0.28%	191
2021 Q1	$686K	Buy	23,547 +1,652	+8%	+$50.1K	0.24%	206
2020 Q4	$684K	Buy	21,895 +526	+2%	+$16K	0.27%	203
2020 Q3	$634K	Buy	+21,369	New	+$635K	0.29%	198

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 $43.3B AUM 29.3% 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

Jackson Creek Investment Advisors's BWX Position: Q1 2022 in Review

Jackson Creek Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2022, closing a stake of 16,889 shares — an estimated $477K sold.

Jackson Creek Investment Advisors first reported a position in BWX in Q3 2020 and held it in 6 quarters. The position peaked at $755K in Q2 2021. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

Jackson Creek Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 16,889 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $477K.
Jackson Creek Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2020 and held it in 6 quarters.
Jackson Creek Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $755K 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 Jackson Creek Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.