U.S. Capital Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-1,082	Closed	-$24.3K	–	767
2022 Q4	$24.3K	Buy	+1,082	New	+$23.5K	﹤0.01%	1062

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

U.S. Capital Wealth Advisors's BWX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2023, closing a stake of 1,082 shares — an estimated $24.3K sold.

U.S. Capital Wealth Advisors first reported a position in BWX in Q4 2022 and held it in 1 quarter. The position peaked at $24.3K in Q4 2022. 134 funds tracked by Wall St. Rank hold BWX as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,082 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2023, an estimated $24.3K.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $24.3K in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.