Matrix Private Capital Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Matrix Private Capital Group’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
2021 Q4	–	Sell	-36	Closed	-$1K	–	264
2021 Q3	$1K	Buy	+36	New	+$1.06K	﹤0.01%	242
2020 Q4	–	Sell	-335	Closed	-$10K	–	222
2020 Q3	$10K	Hold	335	–	–	0.01%	161
2020 Q2	$10K	Hold	335	–	–	0.01%	155
2020 Q1	$9K	Hold	335	–	–	0.01%	146
2019 Q4	$10K	Buy	+335	New	+$9.6K	0.01%	185

Other funds holding BWX

PWPCM

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Matrix Private Capital Group's BWX Position: Q4 2021 in Review

Matrix Private Capital Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 36 shares — an estimated $1K sold.

Matrix Private Capital Group first reported a position in BWX in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q3 2020. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

Matrix Private Capital Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Matrix Private Capital Group sold 36 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $1K.
Matrix Private Capital Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Matrix Private Capital Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $10K in Q3 2020.
153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2021.

Based on Matrix Private Capital Group's 13F filing for Q4 2021, filed 14 Feb 2022.