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Retirement Capital Strategies’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Retirement Capital Strategies’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
Q3 		– Sell
-166,077
Closed -$3.75M – 59
2023
Q2 		$3.75M Buy
+166,077
New +$3.78M 1.72% 16

Other funds holding BWX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Capital Strategies's BWX Position: Q3 2023 in Review

Retirement Capital Strategies sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2023, closing a stake of 166,077 shares — an estimated $3.75M sold.

Retirement Capital Strategies first reported a position in BWX in Q2 2023 and held it in 1 quarter. The position peaked at $3.75M in Q2 2023. 127 funds tracked by Wall St. Rank hold BWX as of Q3 2023.

  • Retirement Capital Strategies reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Capital Strategies sold 166,077 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2023, an estimated $3.75M.
  • Retirement Capital Strategies first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • Retirement Capital Strategies's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.75M in Q2 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2023.

Based on Retirement Capital Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.