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Relaxing Retirement Coach’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Relaxing Retirement Coach’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
2020
Q4 		– Sell
-9,100
Closed -$270K – 47
2020
Q3 		$270K Buy
+9,100
New +$271K 0.12% 51

Other funds holding BWX

PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Relaxing Retirement Coach's BWX Position: Q4 2020 in Review

Relaxing Retirement Coach sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2020, closing a stake of 9,100 shares — an estimated $270K sold.

Relaxing Retirement Coach first reported a position in BWX in Q3 2020 and held it in 1 quarter. The position peaked at $270K in Q3 2020. 159 funds tracked by Wall St. Rank hold BWX as of Q4 2020.

  • Relaxing Retirement Coach reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Relaxing Retirement Coach sold 9,100 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2020, an estimated $270K.
  • Relaxing Retirement Coach first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2020 and held it in 1 quarter.
  • Relaxing Retirement Coach's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $270K in Q3 2020.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2020.

Based on Relaxing Retirement Coach's 13F filing for Q4 2020, filed 22 Jan 2021.