Private Capital Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Private Capital 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
2022 Q1	–	Sell	-6,736	Closed	-$190K	–	2112
2021 Q4	$190K	Buy	+6,736	New	+$192K	0.04%	248
2021 Q1	–	Sell	-3,268	Closed	-$102K	–	2048
2020 Q4	$102K	Buy	+3,268	New	+$99.5K	0.02%	492
2020 Q1	–	Sell	-5,538	Closed	-$159K	–	1988
2019 Q4	$159K	Buy	+5,538	New	+$159K	0.03%	321
2019 Q1	–	Sell	-5,686	Closed	-$157K	–	2211
2018 Q4	$157K	Buy	+5,686	New	+$154K	0.03%	285

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

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

CCA

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Private Capital Group's BWX Position: Q1 2022 in Review

Private Capital Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2022, closing a stake of 6,736 shares — an estimated $190K sold.

Private Capital Group first reported a position in BWX in Q4 2018 and held it in 4 quarters. The position peaked at $190K in Q4 2021. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

Private Capital Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Private Capital Group sold 6,736 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $190K.
Private Capital Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Private Capital Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $190K in Q4 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2022.

Based on Private Capital Group's 13F filing for Q1 2022, filed 21 Apr 2022.