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TrueWealth LLC’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

TrueWealth LLC’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
2020
Q2 		$15K Hold
530
– – 0.01% 414
2020
Q1 		$15K Buy
+530
New +$15.1K 0.01% 397
2018
Q2 		– Sell
-1,376
Closed -$41K – 835
2018
Q1 		$41K Buy
+1,376
New +$40K 0.02% 276

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

TrueWealth LLC's BWX Position: Q2 2020 in Review

TrueWealth LLC held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2020 at 530 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #414.

TrueWealth LLC first reported a position in BWX in Q1 2018 and has held it in 3 quarters since. The position peaked at $41K in Q1 2018. 130 funds tracked by Wall St. Rank hold BWX as of Q2 2020.

  • TrueWealth LLC held 530 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $15K as of Q2 2020.
  • TrueWealth LLC left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2020.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #414 holding.
  • TrueWealth LLC first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • TrueWealth LLC's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $41K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.