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Blue Trust Inc’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Blue Trust Inc’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
-195
Closed -$4.49K – 2557
2025
Q3 		$4.49K Buy
+195
New +$4.49K ﹤0.01% 2013

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CCA
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Creative Planning
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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
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Blue Trust Inc's BWX Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2025, closing a stake of 195 shares — an estimated $4.49K sold.

Blue Trust Inc first reported a position in BWX in Q3 2025 and held it in 1 quarter. The position peaked at $4.49K in Q3 2025. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

  • Blue Trust Inc reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 195 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $4.49K.
  • Blue Trust Inc first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.49K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.