Milestone Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Milestone Asset 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 Q2	–	Sell	-216,168	Closed	-$5M	–	66
2023 Q1	$5M	Buy	+216,168	New	+$4.93M	2.86%	7

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

PWPCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Milestone Asset Management's BWX Position: Q2 2023 in Review

Milestone Asset Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2023, closing a stake of 216,168 shares — an estimated $5M sold.

Milestone Asset Management first reported a position in BWX in Q1 2023 and held it in 1 quarter. The position peaked at $5M in Q1 2023. 129 funds tracked by Wall St. Rank hold BWX as of Q2 2023.

Milestone Asset Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Milestone Asset Management sold 216,168 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2023, an estimated $5M.
Milestone Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
Milestone Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5M in Q1 2023.
129 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.