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

Simplicity Solutions’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	$524K	Buy	+22,611	New	+$494K	0.01%	649
2023 Q2	–	Sell	-13,382	Closed	-$309K	–	1078
2023 Q1	$309K	Buy	+13,382	New	+$305K	0.01%	837
2019 Q3	–	Sell	-31,892	Closed	-$922K	–	722
2019 Q2	$922K	Buy	+31,892	New	+$893K	0.04%	268
2018 Q4	–	Sell	-23,177	Closed	-$635K	–	631
2018 Q3	$635K	Sell	23,177 -9,646	-29%	-$266K	0.04%	228
2018 Q2	$911K	Buy	+32,823	New	+$932K	0.07%	161
2016 Q2	–	Sell	-25,640	Closed	-$715K	–	219
2016 Q1	$715K	Buy	+25,640	New	+$682K	0.44%	66

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

Simplicity Solutions's BWX Position: Q4 2023 in Review

Simplicity Solutions opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2023: 22,611 shares worth $524K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BWX as recently as Q1 2023.

Simplicity Solutions first reported a position in BWX in Q1 2016 and has held it in 6 quarters since. The position peaked at $922K in Q2 2019. 136 funds tracked by Wall St. Rank hold BWX as of Q4 2023.

Simplicity Solutions held 22,611 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $524K as of Q4 2023.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Simplicity Solutions position in Q4 2023.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #649 holding.
Simplicity Solutions first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and has held it in 6 quarters since.
Simplicity Solutions's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $922K in Q2 2019.
136 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.