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Annex Advisory Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Annex Advisory Services’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
Q4 		– Sell
-19,408
Closed -$446K – 358
2025
Q3 		$446K Sell
19,408
-3,111,364
-99% -$71.6M 0.01% 226
2025
Q2 		$73.5M Buy
+3,130,772
New +$71.5M 1.77% 13

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Annex Advisory Services's BWX Position: Q4 2025 in Review

Annex Advisory Services sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2025, closing a stake of 19,408 shares — an estimated $446K sold.

Annex Advisory Services first reported a position in BWX in Q2 2025 and held it in 2 quarters. The position peaked at $73.5M in Q2 2025. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

  • Annex Advisory Services reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Annex Advisory Services sold 19,408 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $446K.
  • Annex Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Annex Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $73.5M in Q2 2025.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.