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

Simplicity Wealth’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
Q4 		– Sell
-20,056
Closed -$469K – 358
2024
Q3 		$469K Buy
+20,056
New +$453K 0.04% 304
2024
Q2 		– Sell
-9,242
Closed -$206K – 1252
2024
Q1 		$206K Buy
+9,242
New +$207K ﹤0.01% 1064

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Simplicity Wealth's BWX Position: Q4 2024 in Review

Simplicity Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2024, closing a stake of 20,056 shares — an estimated $469K sold.

Simplicity Wealth first reported a position in BWX in Q1 2024 and held it in 2 quarters. The position peaked at $469K in Q3 2024. 131 funds tracked by Wall St. Rank hold BWX as of Q4 2024.

  • Simplicity Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 20,056 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2024, an estimated $469K.
  • Simplicity Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $469K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.