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Tallon Kerry Patrick’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Tallon Kerry Patrick’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 		$282K Buy
+13,257
New +$293K 0.27% 65

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Tallon Kerry Patrick's BWX Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2024: 13,257 shares worth $282K. The stake represents 0.27% of the portfolio and ranks #65 among its holdings.

131 funds tracked by Wall St. Rank hold BWX as of Q4 2024.

  • Tallon Kerry Patrick held 13,257 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $282K as of Q4 2024.
  • State Street SPDR Bloomberg International Treasury Bond ETF was a new Tallon Kerry Patrick position in Q4 2024.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.27% of Tallon Kerry Patrick's portfolio in Q4 2024, its #65 holding.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.