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

Avantax 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 Q1	–	Sell	-201,544	Closed	-$4.31M	–	2241
2024 Q4	$4.31M	Buy	+201,544	New	+$4.45M	0.03%	448
2023 Q1	–	Sell	-17,456	Closed	-$392K	–	1492
2022 Q4	$392K	Buy	+17,456	New	+$379K	0.01%	977

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 $424B AUM 22.94% 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

Avantax Advisory Services's BWX Position: Q1 2025 in Review

Avantax Advisory Services sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 201,544 shares — an estimated $4.31M sold.

Avantax Advisory Services first reported a position in BWX in Q4 2022 and held it in 2 quarters. The position peaked at $4.31M in Q4 2024. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

Avantax Advisory Services reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 201,544 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $4.31M.
Avantax Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
Avantax Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.31M in Q4 2024.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.