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

Altiora 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
2025 Q1	–	Sell	-10,259	Closed	-$219K	–	93
2024 Q4	$219K	Buy	10,259 +65	+0.6%	+$1.44K	0.05%	91
2024 Q3	$238K	Buy	10,194 +48	+0.5%	+$1.08K	0.05%	87
2024 Q2	$217K	Buy	10,146 +49	+0.5%	+$1.06K	0.05%	83
2024 Q1	$225K	Sell	10,097 -9,267	-48%	-$207K	0.06%	80
2023 Q4	$449K	Buy	19,364 +55	+0.3%	+$1.2K	0.13%	57
2023 Q3	$410K	Buy	19,309 +43	+0.2%	+$953	0.19%	42
2023 Q2	$434K	Buy	19,266 +43	+0.2%	+$979	0.19%	43
2023 Q1	$444K	Buy	19,223 +27	+0.1%	+$616	0.21%	43
2022 Q4	$431K	Buy	+19,196	New	+$417K	0.21%	40

Other funds holding BWX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Altiora Financial Group's BWX Position: Q1 2025 in Review

Altiora Financial Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 10,259 shares — an estimated $219K sold.

Altiora Financial Group first reported a position in BWX in Q4 2022 and held it in 9 quarters. The position peaked at $449K in Q4 2023. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

Altiora Financial Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Altiora Financial Group sold 10,259 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $219K.
Altiora Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Altiora Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $449K in Q4 2023.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Altiora Financial Group's 13F filing for Q1 2025, filed 8 May 2025.