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

SYSTM Wealth 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
2024
Q2 		– Sell
-128
Closed -$2.85K – 708
2024
Q1 		$2.85K Buy
+128
New +$2.86K ﹤0.01% 880

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SYSTM Wealth Solutions's BWX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2024, closing a stake of 128 shares — an estimated $2.85K sold.

SYSTM Wealth Solutions first reported a position in BWX in Q1 2024 and held it in 1 quarter. The position peaked at $2.85K in Q1 2024. 123 funds tracked by Wall St. Rank hold BWX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 128 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2024, an estimated $2.85K.
  • SYSTM Wealth Solutions first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.85K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.