Wealthcare Advisory Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-2,500	Closed	-$73K	–	729
2021 Q1	$73K	Buy	+2,500	New	+$75.8K	0.01%	762
2020 Q2	–	Sell	-2,500	Closed	-$70K	–	449
2020 Q1	$70K	Sell	2,500 -1,301	-34%	-$37K	0.01%	443
2019 Q4	$110K	Buy	3,801 +1,301	+52%	+$37.3K	0.01%	382
2019 Q3	$72K	Hold	2,500	–	–	0.01%	460
2019 Q2	$72K	Sell	2,500 -1,480	-37%	-$41.4K	0.01%	436
2019 Q1	$111K	Sell	3,980 -1,000	-20%	-$27.8K	0.02%	319
2018 Q4	$137K	Hold	4,980	–	–	0.03%	265
2018 Q3	$136K	Sell	4,980 -30	-0.6%	-$829	0.03%	276
2018 Q2	$139K	Buy	5,010 +3,980	+386%	+$113K	0.03%	271
2018 Q1	$30K	Hold	1,030	–	–	0.01%	497
2017 Q4	$29K	Buy	+1,030	New	+$29K	0.01%	459

Other funds holding BWX

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

CCA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners's BWX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2021, closing a stake of 2,500 shares — an estimated $73K sold.

Wealthcare Advisory Partners first reported a position in BWX in Q4 2017 and held it in 11 quarters. The position peaked at $139K in Q2 2018. 144 funds tracked by Wall St. Rank hold BWX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,500 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2021, an estimated $73K.
Wealthcare Advisory Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $139K in Q2 2018.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.