Avion Wealth’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Avion Wealth’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	$0	Hold	1	–	–	﹤0.01%	1268
2025 Q4	$0	Hold	1	–	–	﹤0.01%	1262
2025 Q3	$0	Buy	+1	New	+$23	﹤0.01%	1233
2020 Q2	–	Sell	-534	Closed	-$15K	–	276
2020 Q1	$15K	Buy	+534	New	+$15.2K	0.01%	142

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

Avion Wealth's BWX Position: Q1 2026 in Review

Avion Wealth held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Avion Wealth first reported a position in BWX in Q1 2020 and has held it in 4 quarters since. The position peaked at $15K in Q1 2020. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Avion Wealth held 1 share of State Street SPDR Bloomberg International Treasury Bond ETF worth $0 as of Q1 2026.
Avion Wealth left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1268 holding.
Avion Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and has held it in 4 quarters since.
Avion Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $15K in Q1 2020.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.