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Triad Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Triad Wealth Partners’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
-138
Closed -$2.96K – 177
2024
Q2 		$2.96K Buy
+138
New +$3K ﹤0.01% 685

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CCA
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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

Triad Wealth Partners's BWX Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2024, closing a stake of 138 shares — an estimated $2.96K sold.

Triad Wealth Partners first reported a position in BWX in Q2 2024 and held it in 1 quarter. The position peaked at $2.96K in Q2 2024. 123 funds tracked by Wall St. Rank hold BWX as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 138 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2024, an estimated $2.96K.
  • Triad Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.96K 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 Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.