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 Q3	–	Sell	-1	Closed	–	–	1439
2026 Q2	$0	Hold	1	–	–	﹤0.01%	1456
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

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Avion Wealth's BWX Position: Q3 2026 in Review

Avion Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2026, closing a stake of 1 share.

Avion Wealth first reported a position in BWX in Q1 2020 and held it in 5 quarters. The position peaked at $15K in Q1 2020. 91 funds tracked by Wall St. Rank hold BWX as of Q3 2026.

Avion Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 1 State Street SPDR Bloomberg International Treasury Bond ETF share in Q3 2026.
Avion Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
Avion Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $15K in Q1 2020.
91 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.