Ackerman Capital Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Ackerman Capital 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
2026 Q1	$7.05M	Buy	321,009 +21,382	+7%	+$481K	1.44%	20
2025 Q4	$6.75M	Buy	299,627 +289,677	+2,911%	+$6.56M	1.35%	20
2025 Q3	$229K	Buy	9,950 +81	+0.8%	+$1.86K	0.05%	101
2025 Q2	$232K	Sell	9,869 -391,582	-98%	-$8.95M	0.05%	95
2025 Q1	$8.78M	Sell	401,451 -11,459	-3%	-$248K	2.32%	13
2024 Q4	$8.83M	Buy	+412,910	New	+$9.11M	2.32%	12
2023 Q4	–	Sell	-314,454	Closed	-$6.68M	–	104
2023 Q3	$6.68M	Buy	314,454 +606	+0.2%	+$13.4K	1.86%	18
2023 Q2	$7.08M	Sell	313,848 -11,323	-3%	-$258K	1.84%	16
2023 Q1	$7.52M	Buy	+325,171	New	+$7.42M	1.95%	15

Other funds holding BWX

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return