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

Kingsview Wealth Management’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 Q4	–	Sell	-27,922	Closed	-$593K	–	954
2023 Q3	$593K	Buy	27,922 +10,867	+64%	+$241K	0.02%	570
2023 Q2	$385K	Buy	+17,055	New	+$388K	0.02%	660
2018 Q4	–	Sell	-36,309	Closed	-$994K	–	383
2018 Q3	$994K	Buy	36,309 +3,258	+10%	+$90K	0.2%	145
2018 Q2	$917K	Buy	+33,051	New	+$939K	0.22%	132

Other funds holding BWX

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

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

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

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Kingsview Wealth Management's BWX Position: Q4 2023 in Review

Kingsview Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023, closing a stake of 27,922 shares — an estimated $593K sold.

Kingsview Wealth Management first reported a position in BWX in Q2 2018 and held it in 4 quarters. The position peaked at $994K in Q3 2018. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

Kingsview Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 27,922 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2023, an estimated $593K.
Kingsview Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2018 and held it in 4 quarters.
Kingsview Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $994K in Q3 2018.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.