Syverson Strege & Co’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-12	Closed	-$277	–	149
2023 Q1	$277	Hold	12	–	–	﹤0.01%	647
2022 Q4	$269	Hold	12	–	–	﹤0.01%	306
2022 Q3	$0	Hold	12	–	–	﹤0.01%	292
2022 Q2	$0	Hold	12	–	–	﹤0.01%	326
2022 Q1	$0	Hold	12	–	–	﹤0.01%	301
2021 Q4	$0	Hold	12	–	–	﹤0.01%	328
2021 Q3	$0	Hold	12	–	–	﹤0.01%	451
2021 Q2	$0	Sell	12 -72	-86%	-$2.14K	﹤0.01%	273
2021 Q1	$2K	Hold	84	–	–	﹤0.01%	239
2020 Q4	$3K	Buy	+84	New	+$2.56K	﹤0.01%	209

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

PWPCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Syverson Strege & Co's BWX Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2023, closing a stake of 12 shares — an estimated $277 sold.

Syverson Strege & Co first reported a position in BWX in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q4 2020. 129 funds tracked by Wall St. Rank hold BWX as of Q2 2023.

Syverson Strege & Co reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 12 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2023, an estimated $277.
Syverson Strege & Co first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K in Q4 2020.
129 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.