Life Planning Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Life Planning Partners’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
2024 Q1	–	Sell	-189	Closed	-$4.38K	–	88
2023 Q4	$4.38K	Buy	+189	New	+$4.13K	﹤0.01%	186
2022 Q3	$3.94K	Hold	189	–	–	﹤0.01%	150
2022 Q2	$4K	Hold	189	–	–	﹤0.01%	147
2022 Q1	$5K	Hold	189	–	–	0.01%	144
2021 Q4	$5K	Buy	+189	New	+$5.38K	0.01%	141

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Life Planning Partners's BWX Position: Q1 2024 in Review

Life Planning Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2024, closing a stake of 189 shares — an estimated $4.38K sold.

Life Planning Partners first reported a position in BWX in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2024.

Life Planning Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 189 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2024, an estimated $4.38K.
Life Planning Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and held it in 5 quarters.
Life Planning Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5K in Q1 2022.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.