Mission Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Mission Wealth 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
2019 Q3	–	Sell	-27,000	Closed	-$781K	–	321
2019 Q2	$781K	Hold	27,000	–	–	0.09%	120
2019 Q1	$753K	Hold	27,000	–	–	0.09%	118
2018 Q4	$745K	Hold	27,000	–	–	0.1%	109
2018 Q3	$739K	Hold	27,000	–	–	0.1%	110
2018 Q2	$749K	Hold	27,000	–	–	0.11%	100
2018 Q1	$797K	Hold	27,000	–	–	0.13%	87
2017 Q4	$768K	Hold	27,000	–	–	0.13%	81
2017 Q3	$758K	Hold	27,000	–	–	0.14%	78
2017 Q2	$746K	Hold	27,000	–	–	0.14%	78
2017 Q1	$719K	Buy	27,000 +18,200	+207%	+$477K	0.14%	77
2016 Q4	$229K	Hold	8,800	–	–	0.05%	157
2016 Q3	$254K	Hold	8,800	–	–	0.06%	134
2016 Q2	$251K	Hold	8,800	–	–	0.07%	125
2016 Q1	$245K	Buy	+8,800	New	+$234K	0.07%	124

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

CCA

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

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

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

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

Mission Wealth Management's BWX Position: Q3 2019 in Review

Mission Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2019, closing a stake of 27,000 shares — an estimated $781K sold.

Mission Wealth Management first reported a position in BWX in Q1 2016 and held it in 14 quarters. The position peaked at $797K in Q1 2018. 141 funds tracked by Wall St. Rank hold BWX as of Q3 2019.

Mission Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Mission Wealth Management sold 27,000 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2019, an estimated $781K.
Mission Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and held it in 14 quarters.
Mission Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $797K in Q1 2018.
141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2019.

Based on Mission Wealth Management's 13F filing for Q3 2019, filed 16 Oct 2019.