4Thought Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

4Thought Financial Group’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
2026 Q2	$262K	Buy	12,099 +421	+4%	+$9.28K	0.12%	51
2026 Q1	$256K	Sell	11,678 -569	-5%	-$12.8K	0.13%	52
2025 Q4	$276K	Sell	12,247 -178	-1%	-$4.03K	0.14%	42
2025 Q3	$286K	Sell	12,425 -126	-1%	-$2.9K	0.14%	45
2025 Q2	$295K	Sell	12,551 -587	-4%	-$13.4K	0.16%	42
2025 Q1	$287K	Buy	13,138 +6	+0%	+$130	0.18%	42
2024 Q4	$281K	Buy	13,132 +157	+1%	+$3.46K	0.17%	42
2024 Q3	$303K	Sell	12,975 -221	-2%	-$4.99K	0.19%	41
2024 Q2	$283K	Buy	13,196 +1,297	+11%	+$28.2K	0.18%	45
2024 Q1	$265K	Sell	11,899 -339	-3%	-$7.59K	0.17%	43
2023 Q4	$284K	Sell	12,238 -313	-2%	-$6.83K	0.21%	39
2023 Q3	$267K	Buy	12,551 +727	+6%	+$16.1K	0.21%	42
2023 Q2	$267K	Sell	11,824 -146	-1%	-$3.33K	0.21%	42
2023 Q1	$277K	Sell	11,970 -134	-1%	-$3.06K	0.23%	40
2022 Q4	$271K	Buy	12,104 +1,382	+13%	+$30K	0.24%	39
2022 Q3	$223K	Buy	10,722 +48	+0.4%	+$1.08K	0.22%	41
2022 Q2	$247K	Sell	10,674 -858	-7%	-$20.7K	0.23%	42
2022 Q1	$300K	Sell	11,532 -54	-0.5%	-$1.47K	0.27%	44
2021 Q4	$328K	Buy	11,586 +1,227	+12%	+$34.9K	0.26%	40
2021 Q3	$298K	Buy	10,359 +717	+7%	+$21.1K	0.26%	42
2021 Q2	$283K	Buy	9,642 +779	+9%	+$23.2K	0.26%	41
2021 Q1	$258K	Buy	+8,863	New	+$269K	0.25%	42

Other funds holding BWX

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

4Thought Financial Group's BWX Position: Q2 2026 in Review

4Thought Financial Group increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 3.6% in Q2 2026, buying an estimated $9.28K and bringing the position to 12,099 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #51.

4Thought Financial Group first reported a position in BWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $328K in Q4 2021. 55 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

4Thought Financial Group held 12,099 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $262K as of Q2 2026.
4Thought Financial Group bought 421 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $9.28K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.12% of 4Thought Financial Group's portfolio in Q2 2026, its #51 holding.
4Thought Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
4Thought Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $328K in Q4 2021.
55 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.