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Oxler Private Wealth’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-500
Closed -$47.8K – 118
2022
Q3 		$47.8K Buy
+500
New +$11.3K 0.03% 207

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Oxler Private Wealth's BWX Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2022, closing a stake of 500 shares — an estimated $47.8K sold.

Oxler Private Wealth first reported a position in BWX in Q3 2022 and held it in 1 quarter. The position peaked at $47.8K in Q3 2022. 140 funds tracked by Wall St. Rank hold BWX as of Q4 2022.

  • Oxler Private Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 500 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2022, an estimated $47.8K.
  • Oxler Private Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $47.8K in Q3 2022.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.