Mutual Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Mutual Advisors’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
2021 Q2	–	Sell	-18,614	Closed	-$542K	–	824
2021 Q1	$542K	Buy	+18,614	New	+$565K	0.04%	465
2018 Q4	–	Sell	-88,980	Closed	-$2.44M	–	436
2018 Q3	$2.44M	Buy	88,980 +44,594	+100%	+$1.23M	0.37%	57
2018 Q2	$1.23M	Buy	+44,386	New	+$1.26M	0.28%	110

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PWPCM

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

MFM

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mutual Advisors's BWX Position: Q2 2021 in Review

Mutual Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2021, closing a stake of 18,614 shares — an estimated $542K sold.

Mutual Advisors first reported a position in BWX in Q2 2018 and held it in 3 quarters. The position peaked at $2.44M in Q3 2018. 144 funds tracked by Wall St. Rank hold BWX as of Q2 2021.

Mutual Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Mutual Advisors sold 18,614 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2021, an estimated $542K.
Mutual Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2018 and held it in 3 quarters.
Mutual Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.44M in Q3 2018.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2021.

Based on Mutual Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.