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WP
WealthPLAN Partners’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
WealthPLAN 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
2023
Q3
–
Sell
-894
Closed
-$20.2K
–
422
2023
Q2
$20.2K
Hold
894
–
–
﹤0.01%
676
2023
Q1
$20.7K
Buy
+894
New
+$20.4K
﹤0.01%
723
2016
Q3
$120K
Sell
4,202
-2,588
-38%
-$74.3K
0.04%
212
2016
Q2
$52.3K
Buy
+6,790
New
+$190K
0.01%
899
2015
Q4
$80.1K
Buy
+4,838
New
+$126K
0.01%
484
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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