AWM
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Avior Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-498
Closed -$10.7K – 965
2024
Q4 		$10.7K Buy
498
+2
+0.4% +$44 ﹤0.01% 1597
2024
Q3 		$11.6K Buy
496
+1
+0.2% +$23 ﹤0.01% 1505
2024
Q2 		$10.6K Buy
495
+1
+0.2% +$22 ﹤0.01% 1500
2024
Q1 		$11K Sell
494
-150
-23% -$3.36K ﹤0.01% 1833
2023
Q4 		$14.9K Buy
644
+2
+0.3% +$44 ﹤0.01% 928
2023
Q3 		$13.6K Buy
642
+2
+0.3% +$44 ﹤0.01% 995
2023
Q2 		$14.5K Buy
640
+1
+0.2% +$23 ﹤0.01% 971
2023
Q1 		$14.8K Buy
639
+1
+0.2% +$23 ﹤0.01% 994
2022
Q4 		$14.3K Buy
638
+2
+0.3% +$43 ﹤0.01% 801
2022
Q3 		$13K Buy
636
+1
+0.2% +$23 ﹤0.01% 808
2022
Q2 		$14K Buy
635
+1
+0.2% +$24 ﹤0.01% 719
2022
Q1 		$16K Hold
634
– – ﹤0.01% 749
2021
Q4 		$17K Buy
634
+2
+0.3% +$57 ﹤0.01% 730
2021
Q3 		$18K Sell
632
-1,709
-73% -$50.3K ﹤0.01% 690
2021
Q2 		$68K Buy
2,341
+4
+0.2% +$119 0.01% 501
2021
Q1 		$68K Sell
2,337
-269
-10% -$8.16K 0.01% 499
2020
Q4 		$81K Buy
2,606
+6
+0.2% +$183 0.01% 458
2020
Q3 		$77K Buy
2,600
+5
+0.2% +$149 0.01% 471
2020
Q2 		$75K Sell
2,595
-58
-2% -$1.63K 0.01% 462
2020
Q1 		$73K Sell
2,653
-486
-15% -$13.8K 0.01% 433
2019
Q4 		$90K Buy
3,139
+8
+0.3% +$229 0.01% 435
2019
Q3 		$89K Sell
3,131
-266
-8% -$7.68K 0.02% 423
2019
Q2 		$98K Sell
3,397
-27
-0.8% -$756 0.02% 409
2019
Q1 		$95K Buy
3,424
+4
+0.1% +$111 0.02% 403
2018
Q4 		$94K Buy
3,420
+241
+8% +$6.54K 0.02% 434
2018
Q3 		$87K Buy
3,179
+5
+0.2% +$138 0.02% 448
2018
Q2 		$88K Sell
3,174
-188
-6% -$5.34K 0.02% 449
2018
Q1 		$99K Buy
3,362
+2
+0.1% +$58 0.02% 440
2017
Q4 		$96K Buy
3,360
+7
+0.2% +$197 0.02% 447
2017
Q3 		$94K Sell
3,353
-1,673
-33% -$47.3K 0.03% 177
2017
Q2 		$139K Sell
5,026
-1,728
-26% -$47.1K 0.06% 134
2017
Q1 		$127K Buy
6,754
+2,129
+46% +$55.8K 0.04% 168
2016
Q4 		$120K Buy
4,625
+51
+1% +$1.37K 0.04% 154
2016
Q3 		$132K Buy
4,574
+348
+8% +$9.99K 0.05% 154
2016
Q2 		$121K Buy
4,226
+206
+5% +$5.78K 0.05% 146
2016
Q1 		$112K Buy
4,020
+2,830
+238% +$75.3K 0.05% 148
2015
Q4 		$31K Buy
+1,190
New +$30.9K 0.02% 208

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
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

Avior Wealth Management's BWX Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 498 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in BWX in Q4 2015 and held it in 37 quarters. The position peaked at $139K in Q2 2017. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 498 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $10.7K.
  • Avior Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2015 and held it in 37 quarters.
  • Avior Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $139K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.