Pinnacle Advisory Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Pinnacle Advisory Group’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 Q1	$1.48M	Buy	50,923 +7,104	+16%	+$215K	0.07%	95
2020 Q4	$1.37M	Sell	43,819 -606	-1%	-$18.5K	0.08%	81
2020 Q3	$1.32M	Sell	44,425 -1,874	-4%	-$55.7K	0.09%	77
2020 Q2	$1.34M	Sell	46,299 -1,266	-3%	-$35.7K	0.09%	77
2020 Q1	$1.32M	Sell	47,565 -4,033	-8%	-$115K	0.13%	65
2019 Q4	$1.49M	Buy	51,598 +1,727	+3%	+$49.5K	0.1%	71
2019 Q3	$1.43M	Sell	49,871 -2,849	-5%	-$82.2K	0.1%	66
2019 Q2	$1.52M	Sell	52,720 -970	-2%	-$27.2K	0.11%	68
2019 Q1	$1.5M	Buy	53,690 +1,327	+3%	+$36.8K	0.1%	63
2018 Q4	$1.45M	Sell	52,363 -14,866	-22%	-$403K	0.11%	60
2018 Q3	$1.84M	Buy	67,229 +1,177	+2%	+$32.5K	0.13%	48
2018 Q2	$1.83M	Buy	66,052 +1,635	+3%	+$46.4K	0.11%	51
2018 Q1	$1.9M	Buy	64,417 +2,353	+4%	+$68.4K	0.11%	47
2017 Q4	$1.76M	Buy	62,064 +4,668	+8%	+$131K	0.1%	54
2017 Q3	$1.61M	Buy	57,396 +6,704	+13%	+$190K	0.1%	53
2017 Q2	$1.4M	Buy	50,692 +11,608	+30%	+$316K	0.09%	59
2017 Q1	$1.04M	Buy	39,084 +19,418	+99%	+$509K	0.07%	71
2016 Q4	$511K	Buy	19,666 +9,705	+97%	+$261K	0.03%	105
2016 Q3	$277K	Buy	+9,961	New	+$286K	0.02%	106

Other funds holding BWX

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.55T AUM 33.47% 1-Year Est. Return

CCA

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pinnacle Advisory Group's BWX Position: Q1 2021 in Review

Pinnacle Advisory Group increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 16% in Q1 2021, buying an estimated $215K and bringing the position to 50,923 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #95.

Pinnacle Advisory Group first reported a position in BWX in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.9M in Q1 2018. 149 funds tracked by Wall St. Rank hold BWX as of Q1 2021.

Pinnacle Advisory Group held 50,923 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.48M as of Q1 2021.
Pinnacle Advisory Group bought 7,104 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2021, an estimated $215K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.07% of Pinnacle Advisory Group's portfolio in Q1 2021, its #95 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2016 and has held it in 19 quarters since.
Pinnacle Advisory Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.9M in Q1 2018.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.