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The Family Firm’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

The Family Firm’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
Q3 		– Sell
-215
Closed -$4.61K – 290
2024
Q2 		$4.61K Buy
+215
New +$4.67K ﹤0.01% 744

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

The Family Firm's BWX Position: Q3 2024 in Review

The Family Firm sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2024, closing a stake of 215 shares — an estimated $4.61K sold.

The Family Firm first reported a position in BWX in Q2 2024 and held it in 1 quarter. The position peaked at $4.61K in Q2 2024. 123 funds tracked by Wall St. Rank hold BWX as of Q3 2024.

  • The Family Firm reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 215 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2024, an estimated $4.61K.
  • The Family Firm first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.61K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.