Auour Investments’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Auour Investments’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	$1.68M	Buy	76,679 +4,108	+6%	+$92.5K	0.53%	39
2025 Q4	$1.64M	Sell	72,571 -2,475	-3%	-$56K	0.52%	39
2025 Q3	$1.73M	Buy	75,046 +2,682	+4%	+$61.7K	0.56%	38
2025 Q2	$1.7M	Buy	72,364 +1,737	+2%	+$39.7K	0.58%	36
2025 Q1	$1.63M	Sell	70,627 -3,031	-4%	-$65.5K	0.59%	37
2024 Q4	$1.58M	Sell	73,658 -2,957	-4%	-$65.3K	0.55%	38
2024 Q3	$1.7M	Sell	76,615 -2,425	-3%	-$54.8K	0.61%	38
2024 Q2	$1.69M	Buy	79,040 +2,928	+4%	+$63.6K	0.63%	36
2024 Q1	$1.69M	Buy	76,112 +4,276	+6%	+$95.7K	0.62%	35
2023 Q4	$1.6M	Buy	71,836 +4,274	+6%	+$93.3K	0.63%	34
2023 Q3	$1.42M	Buy	67,562 +16,451	+32%	+$364K	0.6%	35
2023 Q2	$1.15M	Buy	+51,111	New	+$1.16M	0.49%	37

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

Auour Investments's BWX Position: Q1 2026 in Review

Auour Investments increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 5.7% in Q1 2026, buying an estimated $92.5K and bringing the position to 76,679 shares worth $1.68M. The position accounts for 0.53% of the portfolio, ranked #39.

Auour Investments first reported a position in BWX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q3 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Auour Investments held 76,679 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.68M as of Q1 2026.
Auour Investments bought 4,108 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $92.5K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.53% of Auour Investments's portfolio in Q1 2026, its #39 holding.
Auour Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Auour Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.73M in Q3 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Auour Investments's 13F filing for Q1 2026, filed 20 Apr 2026.