Sage Mountain Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sage Mountain 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
2022 Q1	–	Sell	-1,228	Closed	-$35K	–	629
2021 Q4	$35K	Hold	1,228	–	–	﹤0.01%	631
2021 Q3	$35K	Hold	1,228	–	–	0.01%	533
2021 Q2	$36K	Buy	+1,228	New	+$36.5K	0.01%	487

Other funds holding BWX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sage Mountain Advisors's BWX Position: Q1 2022 in Review

Sage Mountain Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2022, closing a stake of 1,228 shares — an estimated $35K sold.

Sage Mountain Advisors first reported a position in BWX in Q2 2021 and held it in 3 quarters. The position peaked at $36K in Q2 2021. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

Sage Mountain Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Sage Mountain Advisors sold 1,228 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $35K.
Sage Mountain Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2021 and held it in 3 quarters.
Sage Mountain Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $36K in Q2 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2022.

Based on Sage Mountain Advisors's 13F filing for Q1 2022, filed 10 May 2022.