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SageView Advisory Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

SageView Advisory Group’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
Q4 		– Sell
-9,470
Closed -$207K – 593
2023
Q3 		$201K Buy
+9,470
New +$210K 0.01% 505

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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

SageView Advisory Group's BWX Position: Q4 2023 in Review

SageView Advisory Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023, closing a stake of 9,470 shares — an estimated $207K sold.

SageView Advisory Group first reported a position in BWX in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

  • SageView Advisory Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 9,470 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2023, an estimated $207K.
  • SageView Advisory Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2023 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $201K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.