Sebold Capital Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sebold Capital Management’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 Q3	–	Sell	-10,686	Closed	-$229K	–	70
2024 Q2	$229K	Sell	10,686 -6,788	-39%	-$148K	0.16%	68
2024 Q1	$389K	Sell	17,474 -47	-0.3%	-$1.05K	0.26%	47
2023 Q4	$406K	Buy	17,521 +1,076	+7%	+$23.5K	0.3%	42
2023 Q3	$349K	Sell	16,445 -2,653	-14%	-$58.8K	0.29%	49
2023 Q2	$431K	Sell	19,098 -1,378	-7%	-$31.4K	0.34%	43
2023 Q1	$473K	Sell	20,476 -204	-1%	-$4.65K	0.37%	40
2022 Q4	$464K	Buy	+20,680	New	+$449K	0.38%	40

Other funds holding BWX

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Sebold Capital Management's BWX Position: Q3 2024 in Review

Sebold Capital Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2024, closing a stake of 10,686 shares — an estimated $229K sold.

Sebold Capital Management first reported a position in BWX in Q4 2022 and held it in 7 quarters. The position peaked at $473K in Q1 2023. 123 funds tracked by Wall St. Rank hold BWX as of Q3 2024.

Sebold Capital Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Sebold Capital Management sold 10,686 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2024, an estimated $229K.
Sebold Capital Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Sebold Capital Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $473K in Q1 2023.
123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2024.

Based on Sebold Capital Management's 13F filing for Q3 2024, filed 22 Oct 2024.