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

Surevest’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 Q3	$2.02M	Buy	97,034 +3,074	+3%	+$69.4K	0.55%	73
2022 Q2	$2.18M	Buy	93,960 +467	+0.5%	+$11.3K	0.57%	69
2022 Q1	$2.43M	Buy	93,493 +91,259	+4,085%	+$2.48M	0.59%	69
2021 Q4	$63K	Buy	+2,234	New	+$63.5K	0.01%	170

Other funds holding BWX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

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

Surevest's BWX Position: Q3 2022 in Review

Surevest increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 3.3% in Q3 2022, buying an estimated $69.4K and bringing the position to 97,034 shares worth $2.02M. The position accounts for 0.55% of the portfolio, ranked #73.

Surevest first reported a position in BWX in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.43M in Q1 2022. 131 funds tracked by Wall St. Rank hold BWX as of Q3 2022.

Surevest held 97,034 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.02M as of Q3 2022.
Surevest bought 3,074 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2022, an estimated $69.4K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.55% of Surevest's portfolio in Q3 2022, its #73 holding.
Surevest first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.43M in Q1 2022.
131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.