Avalon Capital Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Avalon Capital 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	–	Sell	-26,839	Closed	-$605K	–	126
2025 Q4	$605K	Sell	26,839 -10,337	-28%	-$234K	0.14%	80
2025 Q3	$855K	Sell	37,176 -65,055	-64%	-$1.5M	0.21%	66
2025 Q2	$2.4M	Sell	102,231 -437,095	-81%	-$9.99M	0.65%	41
2025 Q1	$11.8M	Buy	+539,326	New	+$11.7M	3.42%	7
2018 Q1	–	Sell	-301,625	Closed	-$8.57M	–	56
2017 Q4	$8.57M	Buy	+301,625	New	+$8.48M	7.66%	1

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

Jane Street New York $1.21T AUM 78.12% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Avalon Capital Management's BWX Position: Q1 2026 in Review

Avalon Capital Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 26,839 shares — an estimated $605K sold.

Avalon Capital Management first reported a position in BWX in Q4 2017 and held it in 5 quarters. The position peaked at $11.8M in Q1 2025. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Avalon Capital Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Avalon Capital Management sold 26,839 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $605K.
Avalon Capital Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
Avalon Capital Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $11.8M in Q1 2025.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.