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

WealthOne’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
2019
Q1 		– Sell
-1,273
Closed -$35K – 128
2018
Q4 		$35K Buy
+1,273
New +$34.5K 0.03% 203

Other funds holding BWX

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthOne's BWX Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2019, closing a stake of 1,273 shares — an estimated $35K sold.

WealthOne first reported a position in BWX in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 158 funds tracked by Wall St. Rank hold BWX as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,273 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2019, an estimated $35K.
  • WealthOne first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $35K in Q4 2018.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.