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

SOA Wealth Advisors’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
2022 Q4	–	Sell	-1,225	Closed	-$25K	–	984
2022 Q3	$25K	Buy	1,225 +4	+0.3%	+$90	0.01%	350
2022 Q2	$28K	Buy	1,221 +3	+0.2%	+$72	0.01%	334
2022 Q1	$31K	Buy	1,218 +2	+0.2%	+$54	0.01%	385
2021 Q4	$34K	Buy	1,216 +3	+0.2%	+$85	0.01%	357
2021 Q3	$34K	Buy	1,213 +3	+0.2%	+$88	0.01%	365
2021 Q2	$35K	Buy	1,210 +3	+0.2%	+$89	0.01%	356
2021 Q1	$35K	Sell	1,207 -404	-25%	-$12.3K	0.01%	312
2020 Q4	$49K	Buy	+1,611	New	+$49.1K	0.01%	265

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

SOA Wealth Advisors's BWX Position: Q4 2022 in Review

SOA Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2022, closing a stake of 1,225 shares — an estimated $25K sold.

SOA Wealth Advisors first reported a position in BWX in Q4 2020 and held it in 8 quarters. The position peaked at $49K in Q4 2020. 140 funds tracked by Wall St. Rank hold BWX as of Q4 2022.

SOA Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 1,225 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2022, an estimated $25K.
SOA Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
SOA Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $49K in Q4 2020.
140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.