AE Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

AE Wealth Management’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	$2.83K	Sell	129 -206	-61%	-$4.64K	﹤0.01%	2447
2025 Q4	$7.55K	Sell	335 -88	-21%	-$1.99K	﹤0.01%	2176
2025 Q3	$9.73K	Buy	423 +391	+1,222%	+$8.99K	﹤0.01%	2002
2025 Q2	$752	Sell	32 -6,045	-99%	-$138K	﹤0.01%	2094
2025 Q1	$133K	Buy	6,077 +3,351	+123%	+$72.4K	﹤0.01%	1375
2024 Q4	$58.3K	Buy	+2,726	New	+$60.2K	﹤0.01%	1534
2023 Q3	–	Sell	-39,874	Closed	-$899K	–	1961
2023 Q2	$899K	Sell	39,874 -86,272	-68%	-$1.96M	0.01%	1130
2023 Q1	$2.92M	Buy	126,146 +9,150	+8%	+$209K	0.02%	674
2022 Q4	$2.62M	Buy	116,996 +91,783	+364%	+$1.99M	0.02%	650
2022 Q3	$525K	Buy	25,213 +255	+1%	+$5.76K	﹤0.01%	1238
2022 Q2	$578K	Sell	24,958 -22,777	-48%	-$550K	﹤0.01%	1126
2022 Q1	$1.24M	Buy	47,735 +15,133	+46%	+$411K	0.01%	852
2021 Q4	$922K	Buy	32,602 +12,187	+60%	+$347K	0.01%	956
2021 Q3	$587K	Buy	20,415 +9,455	+86%	+$278K	﹤0.01%	1111
2021 Q2	$322K	Sell	10,960 -106,435	-91%	-$3.16M	﹤0.01%	1315
2021 Q1	$3.42M	Buy	117,395 +110,506	+1,604%	+$3.35M	0.03%	413
2020 Q4	$215K	Buy	+6,889	New	+$210K	﹤0.01%	1260
2019 Q3	–	Sell	-33,605	Closed	-$972K	–	996
2019 Q2	$972K	Buy	+33,605	New	+$941K	0.03%	414
2018 Q4	–	Sell	-22,508	Closed	-$616K	–	494
2018 Q3	$616K	Buy	22,508 +524	+2%	+$14.5K	0.03%	285
2018 Q2	$610K	Buy	+21,984	New	+$624K	0.04%	235

Other funds holding BWX

CPO

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

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 $777B AUM 61.18% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

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

AE Wealth Management's BWX Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 61% in Q1 2026, selling an estimated $4.64K and leaving 129 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

AE Wealth Management first reported a position in BWX in Q2 2018 and has held it in 20 quarters since. The position peaked at $3.42M in Q1 2021. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

AE Wealth Management held 129 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.83K as of Q1 2026.
AE Wealth Management sold 206 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $4.64K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2447 holding.
AE Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2018 and has held it in 20 quarters since.
AE Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.42M in Q1 2021.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.