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

Polaris Wealth 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
2023 Q1	–	Sell	-399,035	Closed	-$9.18M	–	176
2022 Q4	$9.18M	Buy	+399,035	New	+$8.67M	0.68%	48
2020 Q4	–	Sell	-246,019	Closed	-$7.33M	–	183
2020 Q3	$7.33M	Buy	246,019 +68,214	+38%	+$2.03M	0.69%	44
2020 Q2	$5.12M	Buy	+177,805	New	+$5.01M	0.41%	56
2019 Q3	–	Sell	-47,442	Closed	-$1.36M	–	154
2019 Q2	$1.36M	Buy	+47,442	New	+$1.33M	0.1%	93
2018 Q4	–	Sell	-117	Closed	-$3K	–	183
2018 Q3	$3K	Buy	117 +18	+18%	+$497	﹤0.01%	467
2018 Q2	$3K	Hold	99	–	–	﹤0.01%	230
2018 Q1	$3K	Buy	+99	New	+$2.88K	﹤0.01%	418
2016 Q2	–	Sell	-7,488	Closed	-$209K	–	107
2016 Q1	$209K	Sell	7,488 -4,292	-36%	-$114K	0.03%	101
2015 Q4	$304K	Buy	+11,780	New	+$306K	0.05%	119

Other funds holding BWX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWPCM

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Polaris Wealth Advisory Group's BWX Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2023, closing a stake of 399,035 shares — an estimated $9.18M sold.

Polaris Wealth Advisory Group first reported a position in BWX in Q4 2015 and held it in 9 quarters. The position peaked at $9.18M in Q4 2022. 134 funds tracked by Wall St. Rank hold BWX as of Q1 2023.

Polaris Wealth Advisory Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 399,035 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2023, an estimated $9.18M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2015 and held it in 9 quarters.
Polaris Wealth Advisory Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $9.18M in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.