MKD Wealth Coaches’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

MKD Wealth Coaches’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
2020 Q1	–	Sell	-90,970	Closed	-$2.62M	–	37
2019 Q4	$2.62M	Buy	90,970 +287	+0.3%	+$8.22K	2.23%	21
2019 Q3	$2.6M	Buy	90,683 +845	+0.9%	+$24.4K	2.7%	15
2019 Q2	$2.6M	Sell	89,838 -1,189	-1%	-$33.3K	2.32%	17
2019 Q1	$2.54M	Buy	+91,027	New	+$2.53M	2.56%	16

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

PSUF

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

CCA

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

MFM

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

MKD Wealth Coaches's BWX Position: Q1 2020 in Review

MKD Wealth Coaches sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2020, closing a stake of 90,970 shares — an estimated $2.62M sold.

MKD Wealth Coaches first reported a position in BWX in Q1 2019 and held it in 4 quarters. The position peaked at $2.62M in Q4 2019. 149 funds tracked by Wall St. Rank hold BWX as of Q1 2020.

MKD Wealth Coaches reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
MKD Wealth Coaches sold 90,970 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2020, an estimated $2.62M.
MKD Wealth Coaches first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2019 and held it in 4 quarters.
MKD Wealth Coaches's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.62M in Q4 2019.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.