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

Veritable’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
2021 Q4	–	Sell	-13,492	Closed	-$388K	–	913
2021 Q3	$388K	Hold	13,492	–	–	0.01%	621
2021 Q2	$396K	Hold	13,492	–	–	0.01%	604
2021 Q1	$393K	Sell	13,492 -4,416	-25%	-$134K	0.01%	571
2020 Q4	$559K	Hold	17,908	–	–	0.01%	464
2020 Q3	$531K	Buy	17,908 +10,070	+128%	+$299K	0.01%	451
2020 Q2	$227K	Hold	7,838	–	–	﹤0.01%	674
2020 Q1	$218K	Hold	7,838	–	–	0.01%	652
2019 Q4	$226K	Hold	7,838	–	–	﹤0.01%	750
2019 Q3	$225K	Sell	7,838 -4,663	-37%	-$135K	﹤0.01%	735
2019 Q2	$362K	Hold	12,501	–	–	0.01%	591
2019 Q1	$349K	Hold	12,501	–	–	0.01%	600
2018 Q4	$345K	Hold	12,501	–	–	0.01%	562
2018 Q3	$342K	Sell	12,501 -486	-4%	-$13.4K	0.01%	600
2018 Q2	$360K	Hold	12,987	–	–	0.01%	583
2018 Q1	$383K	Hold	12,987	–	–	0.01%	565
2017 Q4	$369K	Sell	12,987 -811	-6%	-$22.8K	0.01%	582
2017 Q3	$388K	Sell	13,798 -1,872	-12%	-$52.9K	0.01%	549
2017 Q2	$433K	Hold	15,670	–	–	0.01%	543
2017 Q1	$417K	Hold	15,670	–	–	0.01%	527
2016 Q4	$407K	Sell	15,670 -312	-2%	-$8.4K	0.01%	517
2016 Q3	$461K	Hold	15,982	–	–	0.01%	492
2016 Q2	$457K	Hold	15,982	–	–	0.01%	476
2016 Q1	$445K	Hold	15,982	–	–	0.01%	476
2015 Q4	$413K	Sell	15,982 -1,004	-6%	-$26.1K	0.01%	510
2015 Q3	$442K	Hold	16,986	–	–	0.01%	480
2015 Q2	$442K	Sell	16,986 -4,976	-23%	-$132K	0.01%	494
2015 Q1	$583K	Hold	21,962	–	–	0.01%	561
2014 Q4	$608K	Sell	21,962 -5,752	-21%	-$163K	0.01%	534
2014 Q3	$795K	Sell	27,714 -716	-3%	-$21.4K	0.02%	470
2014 Q2	$864K	Buy	28,430 +6,756	+31%	+$202K	0.02%	438
2014 Q1	$644K	Sell	21,674 -14,640	-40%	-$428K	0.01%	507
2013 Q4	$1.05M	Sell	36,314 -16,462	-31%	-$480K	0.02%	386
2013 Q3	$1.54M	Buy	52,776 +14,598	+38%	+$417K	0.04%	285
2013 Q2	$1.07M	Buy	+38,178	New	+$1.11M	0.03%	381

Other funds holding BWX

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Veritable's BWX Position: Q4 2021 in Review

Veritable sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 13,492 shares — an estimated $388K sold.

Veritable first reported a position in BWX in Q2 2013 and held it in 34 quarters. The position peaked at $1.54M in Q3 2013. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

Veritable reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Veritable sold 13,492 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $388K.
Veritable first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 34 quarters.
Veritable's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.54M in Q3 2013.
153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2021.

Based on Veritable's 13F filing for Q4 2021, filed 14 Feb 2022.