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Beacon Capital Management Inc (Ohio)’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$27.6K Buy
1,257
+16
+1% +$360 ﹤0.01% 82
2025
Q4 		$28K Sell
1,241
-3
-0.2% -$68 ﹤0.01% 73
2025
Q3 		$28.6K Sell
1,244
-1,478
-54% -$34K ﹤0.01% 73
2025
Q2 		$63.9K Buy
+2,722
New +$62.2K ﹤0.01% 46
2024
Q1 		– Sell
-2,758
Closed -$63.9K – 33
2023
Q4 		$63.9K Sell
2,758
-3
-0.1% -$65 ﹤0.01% 34
2023
Q3 		$58.6K Sell
2,761
-3
-0.1% -$66 ﹤0.01% 29
2023
Q2 		$62.3K Sell
2,764
-5
-0.2% -$114 ﹤0.01% 30
2023
Q1 		$64K Hold
2,769
– – ﹤0.01% 31
2022
Q4 		$62.1K Sell
2,769
-137
-5% -$2.98K ﹤0.01% 34
2022
Q3 		$61K Buy
2,906
+902
+45% +$20.4K ﹤0.01% 36
2022
Q2 		$46K Hold
2,004
– – ﹤0.01% 41
2022
Q1 		$52K Buy
2,004
+122
+6% +$3.31K ﹤0.01% 41
2021
Q4 		$53K Sell
1,882
-7
-0.4% -$199 ﹤0.01% 40
2021
Q3 		$54K Buy
+1,889
New +$55.6K ﹤0.01% 37
2021
Q2 		– Sell
-2,087
Closed -$61K – 32
2021
Q1 		$61K Sell
2,087
-540
-21% -$16.4K ﹤0.01% 31
2020
Q4 		$82K Sell
2,627
-3
-0.1% -$91 ﹤0.01% 27
2020
Q3 		$78K Sell
2,630
-10
-0.4% -$297 ﹤0.01% 27
2020
Q2 		$76K Sell
2,640
-568
-18% -$16K ﹤0.01% 27
2020
Q1 		$89K Hold
3,208
– – ﹤0.01% 26
2019
Q4 		$92K Sell
3,208
-3
-0.1% -$86 ﹤0.01% 26
2019
Q3 		$92K Sell
3,211
-504
-14% -$14.5K ﹤0.01% 24
2019
Q2 		$107K Sell
3,715
-322
-8% -$9.01K ﹤0.01% 25
2019
Q1 		$113K Sell
4,037
-408
-9% -$11.3K 0.01% 24
2018
Q4 		$123K Sell
4,445
-626
-12% -$17K 0.01% 21
2018
Q3 		$139K Sell
5,071
-1,465
-22% -$40.5K 0.01% 22
2018
Q2 		$181K Sell
6,536
-181
-3% -$5.14K 0.01% 24
2018
Q1 		$198K Sell
6,717
-212
-3% -$6.16K 0.01% 19
2017
Q4 		$197K Sell
6,929
-9,367
-57% -$263K 0.01% 21
2017
Q3 		$458K Sell
16,296
-552
-3% -$15.6K 0.02% 20
2017
Q2 		$466K Sell
16,848
-2,049
-11% -$55.8K 0.02% 20
2017
Q1 		$503K Sell
18,897
-715
-4% -$18.8K 0.03% 20
2016
Q4 		$510K Sell
19,612
-510
-3% -$13.7K 0.03% 20
2016
Q3 		$580K Sell
20,122
-1,070
-5% -$30.7K 0.04% 21
2016
Q2 		$606K Sell
21,192
-518
-2% -$14.5K 0.04% 17
2016
Q1 		$605K Sell
21,710
-3,254
-13% -$86.6K 0.04% 19
2015
Q4 		$644K Sell
24,964
-596
-2% -$15.5K 0.05% 10
2015
Q3 		$665K Sell
25,560
-1,322
-5% -$34.4K 0.05% 11
2015
Q2 		$699K Sell
26,882
-756
-3% -$20K 0.05% 22
2015
Q1 		$734K Buy
27,638
+10
+0% +$270 0.07% 22
2014
Q4 		$764K Buy
27,628
+260
+1% +$7.38K 0.09% 23
2014
Q3 		$785K Sell
27,368
-272
-1% -$8.11K 0.12% 24
2014
Q2 		$840K Sell
27,640
-874
-3% -$26.2K 0.15% 23
2014
Q1 		$847K Sell
28,514
-1,034
-3% -$30.3K 0.2% 23
2013
Q4 		$853K Buy
+29,548
New +$862K 0.25% 24

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BWX Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 1.3% in Q1 2026, buying an estimated $360 and bringing the position to 1,257 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

Beacon Capital Management Inc (Ohio) first reported a position in BWX in Q4 2013 and has held it in 44 quarters since. The position peaked at $853K in Q4 2013. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 1,257 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $27.6K as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) bought 16 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $360.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #82 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and has held it in 44 quarters since.
  • Beacon Capital Management Inc (Ohio)'s State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $853K in Q4 2013.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.