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

Axxcess 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 Q4	–	Sell	-10,645	Closed	-$245K	–	1054
2025 Q3	$245K	Sell	10,645 -7,319	-41%	-$168K	0.01%	824
2025 Q2	$422K	Buy	+17,964	New	+$410K	0.01%	636
2022 Q2	–	Sell	-28,322	Closed	-$737K	–	553
2022 Q1	$737K	Sell	28,322 -1,109	-4%	-$30.1K	0.06%	277
2021 Q4	$832K	Buy	+29,431	New	+$837K	0.06%	248

Other funds holding BWX

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

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

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

GAM

Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Axxcess Wealth Management's BWX Position: Q4 2025 in Review

Axxcess Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2025, closing a stake of 10,645 shares — an estimated $245K sold.

Axxcess Wealth Management first reported a position in BWX in Q4 2021 and held it in 4 quarters. The position peaked at $832K in Q4 2021. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

Axxcess Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 10,645 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $245K.
Axxcess Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $832K in Q4 2021.
163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.