Leelyn Smith’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Leelyn Smith’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 Q3	–	Sell	-106	Closed	-$2K	–	473
2022 Q2	$2K	Sell	106 -7	-6%	-$169	﹤0.01%	360
2022 Q1	$3K	Buy	113 +9	+9%	+$244	﹤0.01%	322
2021 Q4	$3K	Buy	104 +3	+3%	+$85	﹤0.01%	339
2021 Q3	$3K	Sell	101 -3	-3%	-$88	﹤0.01%	330
2021 Q2	$3K	Sell	104 -5	-5%	-$149	﹤0.01%	326
2021 Q1	$3K	Sell	109 -4	-4%	-$121	﹤0.01%	340
2020 Q4	$4K	Sell	113 -34	-23%	-$1.03K	﹤0.01%	315
2020 Q3	$4K	Sell	147 -7	-5%	-$208	﹤0.01%	300
2020 Q2	$4K	Buy	154 +2	+1%	+$56	﹤0.01%	363
2020 Q1	$4K	Buy	+152	New	+$4.32K	﹤0.01%	289

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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

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

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

Leelyn Smith's BWX Position: Q3 2022 in Review

Leelyn Smith sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2022, closing a stake of 106 shares — an estimated $2K sold.

Leelyn Smith first reported a position in BWX in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q4 2020. 131 funds tracked by Wall St. Rank hold BWX as of Q3 2022.

Leelyn Smith reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Leelyn Smith sold 106 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2022, an estimated $2K.
Leelyn Smith first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and held it in 10 quarters.
Leelyn Smith's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4K in Q4 2020.
131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2022.

Based on Leelyn Smith's 13F filing for Q3 2022, filed 14 Nov 2022.