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

SignatureFD’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	-584	Closed	-$12.4K	–	3148
2023 Q3	$12.4K	Hold	584	–	–	﹤0.01%	2089
2023 Q2	$13.2K	Hold	584	–	–	﹤0.01%	2117
2023 Q1	$13.5K	Hold	584	–	–	﹤0.01%	2076
2022 Q4	$13.1K	Hold	584	–	–	﹤0.01%	2010
2022 Q3	$12K	Buy	+584	New	+$13.2K	﹤0.01%	1979
2016 Q2	–	Sell	-632	Closed	-$18K	–	1427
2016 Q1	$18K	Buy	+632	New	+$16.8K	﹤0.01%	695
2014 Q2	–	Sell	-134	Closed	-$4K	–	890
2014 Q1	$4K	Hold	134	–	–	﹤0.01%	554
2013 Q4	$4K	Hold	134	–	–	﹤0.01%	537
2013 Q3	$4K	Hold	134	–	–	﹤0.01%	501
2013 Q2	$4K	Buy	+134	New	+$3.91K	﹤0.01%	424

Other funds holding BWX

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

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

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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

SignatureFD's BWX Position: Q4 2023 in Review

SignatureFD sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023, closing a stake of 584 shares — an estimated $12.4K sold.

SignatureFD first reported a position in BWX in Q2 2013 and held it in 10 quarters. The position peaked at $18K in Q1 2016. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

SignatureFD reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 584 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2023, an estimated $12.4K.
SignatureFD first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
SignatureFD's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $18K in Q1 2016.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.