Reilly Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Reilly Financial Advisors’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 Q4	–	Sell	-452	Closed	-$13K	–	1124
2021 Q3	$13K	Buy	+452	New	+$13.3K	﹤0.01%	607
2014 Q3	–	Sell	-544	Closed	-$17K	–	828
2014 Q2	$17K	Buy	+544	New	+$16.3K	﹤0.01%	444
2014 Q1	–	Sell	-92	Closed	-$3K	–	800
2013 Q4	$3K	Buy	+92	New	+$2.69K	﹤0.01%	741

Other funds holding BWX

PWPCM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Reilly Financial Advisors's BWX Position: Q4 2021 in Review

Reilly Financial Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 452 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in BWX in Q4 2013 and held it in 3 quarters. The position peaked at $17K in Q2 2014. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

Reilly Financial Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 452 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $13K.
Reilly Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 3 quarters.
Reilly Financial Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $17K in Q2 2014.
153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.