RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2015 Q1	–	Sell	-264	Closed	-$7.3K	–	813
2014 Q4	$7.3K	Hold	264	–	–	﹤0.01%	172
2014 Q3	$7.57K	Sell	264 -184	-41%	-$5.49K	0.01%	168
2014 Q2	$13.6K	Buy	448 +30	+7%	+$898	0.01%	121
2014 Q1	$12.4K	Buy	418 +154	+58%	+$4.5K	0.01%	122
2013 Q4	$7.3K	Buy	+264	New	+$7.71K	﹤0.01%	172

Other funds holding BWX

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BWX Position: Q1 2015 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2015, closing a stake of 264 shares — an estimated $7.3K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BWX in Q4 2013 and held it in 5 quarters. The position peaked at $13.6K in Q2 2014. 145 funds tracked by Wall St. Rank hold BWX as of Q1 2015.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 264 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2015, an estimated $7.3K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $13.6K in Q2 2014.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2015.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2015, filed 27 Jul 2026.