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Sachetta’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sachetta’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
2024
Q2 		– Sell
-68
Closed -$1.58K – 1241
2024
Q1 		$1.58K Hold
68
– – ﹤0.01% 786
2023
Q4 		$1.58K Buy
+68
New +$1.48K ﹤0.01% 786

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Sachetta's BWX Position: Q2 2024 in Review

Sachetta sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2024, closing a stake of 68 shares — an estimated $1.58K sold.

Sachetta first reported a position in BWX in Q4 2023 and held it in 2 quarters. The position peaked at $1.58K in Q1 2024. 123 funds tracked by Wall St. Rank hold BWX as of Q2 2024.

  • Sachetta reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sachetta sold 68 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2024, an estimated $1.58K.
  • Sachetta first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Sachetta's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.58K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2024.

Based on Sachetta's 13F filing for Q2 2024, filed 7 Aug 2024.