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

Allworth Financial’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	$22.7K	Hold	1,047	–	–	﹤0.01%	3089
2026 Q1	$23K	Hold	1,047	–	–	﹤0.01%	2892
2025 Q4	$23.6K	Hold	1,047	–	–	﹤0.01%	2702
2025 Q3	$24.1K	Hold	1,047	–	–	﹤0.01%	2585
2025 Q2	$24.6K	Buy	1,047 +913	+681%	+$20.9K	﹤0.01%	2396
2025 Q1	$3.09K	Sell	134 -166	-55%	-$3.59K	﹤0.01%	3026
2024 Q4	$6.43K	Hold	300	–	–	﹤0.01%	2639
2024 Q3	$7.01K	Sell	300 -61	-17%	-$1.38K	﹤0.01%	2420
2024 Q2	$7.87K	Sell	361 -1,051	-74%	-$22.8K	﹤0.01%	2328
2024 Q1	$31.4K	Buy	+1,412	New	+$31.6K	﹤0.01%	1516
2022 Q3	–	Sell	-1,061	Closed	-$25K	–	2682
2022 Q2	$25K	Sell	1,061 -60	-5%	-$1.45K	﹤0.01%	1140
2022 Q1	$29K	Hold	1,121	–	–	﹤0.01%	1086
2021 Q4	$32K	Hold	1,121	–	–	﹤0.01%	957
2021 Q3	$32K	Hold	1,121	–	–	﹤0.01%	896
2021 Q2	$33K	Buy	1,121 +1,061	+1,768%	+$31.5K	﹤0.01%	716
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	1285
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	1129
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	971
2020 Q2	$2K	Sell	60 -188	-76%	-$5.3K	﹤0.01%	993
2020 Q1	$7K	Buy	248 +188	+313%	+$5.35K	﹤0.01%	780
2019 Q4	$2K	Buy	+60	New	+$1.72K	﹤0.01%	891
2017 Q1	–	Sell	-66	Closed	-$2K	–	757
2016 Q4	$2K	Buy	+66	New	+$1.78K	﹤0.01%	569
2015 Q2	–	Sell	-586	Closed	-$16K	–	603
2015 Q1	$16K	Buy	+586	New	+$15.8K	0.01%	335

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

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

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

Allworth Financial's BWX Position: Q2 2026 in Review

Allworth Financial held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2026 at 1,047 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Allworth Financial first reported a position in BWX in Q1 2015 and has held it in 23 quarters since. The position peaked at $33K in Q2 2021. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Allworth Financial held 1,047 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $22.7K as of Q2 2026.
Allworth Financial left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3089 holding.
Allworth Financial first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2015 and has held it in 23 quarters since.
Allworth Financial's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $33K in Q2 2021.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.