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

Jenkins Wealth’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 Q4	$1.92M	Buy	+85,635	New	+$1.86M	0.77%	17
2021 Q4	$2.27M	Buy	+83,588	New	+$2.38M	0.74%	18

Other funds holding BWX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWPCM

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

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

Jenkins Wealth's BWX Position: Q4 2022 in Review

Jenkins Wealth opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2022: 85,635 shares worth $1.92M. The stake represents 0.77% of the portfolio and ranks #17 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in BWX as recently as Q4 2021.

Jenkins Wealth first reported a position in BWX in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.27M in Q4 2021. 140 funds tracked by Wall St. Rank hold BWX as of Q4 2022.

Jenkins Wealth held 85,635 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.92M as of Q4 2022.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Jenkins Wealth position in Q4 2022.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.77% of Jenkins Wealth's portfolio in Q4 2022, its #17 holding.
Jenkins Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
Jenkins Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.27M in Q4 2021.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.