Old Mission Investment Co’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Old Mission Investment Co’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 Q4	–	Sell	-12,163	Closed	-$361K	–	89
2020 Q3	$361K	Buy	12,163 +30	+0.2%	+$892	0.22%	65
2020 Q2	$351K	Buy	12,133 +34	+0.3%	+$958	0.25%	56
2020 Q1	$336K	Buy	12,099 +22	+0.2%	+$626	0.32%	48
2019 Q4	$348K	Buy	12,077 +45	+0.4%	+$1.29K	0.31%	50
2019 Q3	$345K	Buy	+12,032	New	+$347K	0.33%	47

Other funds holding BWX

PWPCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PSUF

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Mission Investment Co's BWX Position: Q4 2020 in Review

Old Mission Investment Co sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2020, closing a stake of 12,163 shares — an estimated $361K sold.

Old Mission Investment Co first reported a position in BWX in Q3 2019 and held it in 5 quarters. The position peaked at $361K in Q3 2020. 159 funds tracked by Wall St. Rank hold BWX as of Q4 2020.

Old Mission Investment Co reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Old Mission Investment Co sold 12,163 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2020, an estimated $361K.
Old Mission Investment Co first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2019 and held it in 5 quarters.
Old Mission Investment Co's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $361K in Q3 2020.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2020.

Based on Old Mission Investment Co's 13F filing for Q4 2020, filed 16 Sep 2026.