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

WealthShield’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
2017 Q4	$1K	Buy	+26	New	+$731	﹤0.01%	214

Other funds holding BWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

WealthShield's BWX Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2017: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #214 among its holdings.

183 funds tracked by Wall St. Rank hold BWX as of Q4 2017.

WealthShield held 26 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1K as of Q4 2017.
State Street SPDR Bloomberg International Treasury Bond ETF was a new WealthShield position in Q4 2017.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #214 holding.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.