WIA
BWX icon

Wetzel Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-434
Closed -$9.65K – 227
2024
Q2 		$9.65K Hold
434
– – 0.01% 469
2024
Q1 		$9.36K Hold
434
– – 0.01% 545
2023
Q4 		$10K Buy
+434
New +$9.47K 0.01% 512

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Wetzel Investment Advisors's BWX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2024, closing a stake of 434 shares — an estimated $9.65K sold.

Wetzel Investment Advisors first reported a position in BWX in Q4 2023 and held it in 3 quarters. The position peaked at $10K in Q4 2023. 123 funds tracked by Wall St. Rank hold BWX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 434 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2024, an estimated $9.65K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $10K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.