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MFM
MD Financial Management’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
MD Financial Management’s Portfolio
BWX Stock Details
BWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
$52.5M
Sell
1,856,899
-29,207
-2%
-$831K
1.27%
28
2021
Q3
$54.2M
Buy
1,886,106
+172,538
+10%
+$5.08M
1.37%
26
2021
Q2
$49.8M
Buy
1,713,568
+109,713
+7%
+$3.26M
1.43%
25
2021
Q1
$46.6M
Buy
1,603,855
+141,342
+10%
+$4.29M
1.36%
22
2020
Q4
$45.7M
Buy
1,462,513
+31,143
+2%
+$948K
1.44%
24
2020
Q3
$42.5M
Buy
1,431,370
+27,290
+2%
+$811K
1.71%
22
2020
Q2
$40.6M
Buy
1,404,080
+285,345
+26%
+$8.04M
2.19%
22
2020
Q1
$31.1M
Buy
1,118,735
+799,187
+250%
+$22.7M
1.92%
23
2019
Q4
$9.21M
Sell
319,548
-1,153,351
-78%
-$33M
0.46%
31
2019
Q3
$42.3M
Sell
1,472,899
-1,134,910
-44%
-$32.8M
2.22%
20
2019
Q2
$75.4M
Buy
2,607,809
+884,183
+51%
+$24.8M
3.65%
10
2019
Q1
$48.1M
Buy
1,723,626
+43,975
+3%
+$1.22M
2.2%
21
2018
Q4
$46.4M
Sell
1,679,651
-86,548
-5%
-$2.35M
2.31%
19
2018
Q3
$48.4M
Buy
1,766,199
+21,916
+1%
+$605K
2.2%
21
2018
Q2
$48.4M
Buy
1,744,283
+147,323
+9%
+$4.18M
2.24%
19
2018
Q1
$47.1M
Buy
1,596,960
+265,349
+20%
+$7.72M
2.26%
20
2017
Q4
$37.9M
Buy
+1,331,611
New
+$37.4M
1.85%
23
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
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
MD
Money Design
Tokyo, Japan
$2.14B AUM
10.33%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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