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Money Design’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Money Design’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
2024
Q4 		– Sell
-79,807
Closed -$1.86M – 78
2024
Q3 		$1.86M Sell
79,807
-981
-1% -$22.2K 0.09% 71
2024
Q2 		$1.73M Sell
80,788
-30,857
-28% -$671K 0.09% 70
2024
Q1 		$2.48M Sell
111,645
-27,815
-20% -$622K 0.14% 68
2023
Q4 		$3.23M Buy
139,460
+2,924
+2% +$63.8K 0.18% 66
2023
Q3 		$2.9M Buy
136,536
+1,720
+1% +$38.1K 0.18% 68
2023
Q2 		$3.04M Buy
134,816
+106,821
+382% +$2.43M 0.18% 72
2023
Q1 		$647K Buy
27,995
+1,169
+4% +$26.7K 0.04% 81
2022
Q4 		$602K Buy
26,826
+2,859
+12% +$62.1K 0.04% 86
2022
Q3 		$499K Sell
23,967
-406,211
-94% -$9.17M 0.04% 83
2022
Q2 		$9.96M Sell
430,178
-11,464
-3% -$277K 0.75% 46
2022
Q1 		$11.5M Buy
441,642
+32,090
+8% +$871K 0.78% 44
2021
Q4 		$11.5M Buy
409,552
+5,521
+1% +$157K 0.78% 40
2021
Q3 		$11.6M Sell
404,031
-126,574
-24% -$3.73M 0.96% 35
2021
Q2 		$15.6M Buy
530,605
+225,805
+74% +$6.71M 1.61% 26
2021
Q1 		$8.88M Sell
304,800
-41,609
-12% -$1.26M 1.04% 27
2020
Q4 		$10.8M Buy
346,409
+8,962
+3% +$273K 1.24% 28
2020
Q3 		$10M Buy
337,447
+44,421
+15% +$1.32M 1.2% 29
2020
Q2 		$8.47M Buy
293,026
+25,435
+10% +$717K 1.21% 29
2020
Q1 		$7.44M Buy
267,591
+66,473
+33% +$1.89M 1.32% 29
2019
Q4 		$5.77M Buy
201,118
+13,848
+7% +$397K 1.02% 33
2019
Q3 		$5.38M Buy
187,270
+53,149
+40% +$1.53M 1.13% 28
2019
Q2 		$3.88M Buy
+134,121
New +$3.75M 0.92% 30
2018
Q4 		– Sell
-5,465
Closed -$150K – 44
2018
Q3 		$150K Buy
+5,465
New +$151K 0.05% 35

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Money Design's BWX Position: Q4 2024 in Review

Money Design sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2024, closing a stake of 79,807 shares — an estimated $1.86M sold.

Money Design first reported a position in BWX in Q3 2018 and held it in 23 quarters. The position peaked at $15.6M in Q2 2021. 131 funds tracked by Wall St. Rank hold BWX as of Q4 2024.

  • Money Design reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Money Design sold 79,807 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2024, an estimated $1.86M.
  • Money Design first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2018 and held it in 23 quarters.
  • Money Design's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $15.6M in Q2 2021.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2024.

Based on Money Design's 13F filing for Q4 2024, filed 23 Jan 2025.