Blueprint Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Blueprint Financial Advisors’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	–	Sell	-189,084	Closed	-$4.26M	–	106
2025 Q4	$4.26M	Sell	189,084 -169,692	-47%	-$3.84M	0.65%	33
2025 Q3	$8.25M	Buy	358,776 +64,143	+22%	+$1.48M	1.78%	10
2025 Q2	$6.92M	Buy	294,633 +99,781	+51%	+$2.28M	2.22%	8
2025 Q1	$4.26M	Buy	+194,852	New	+$4.21M	2.31%	14

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Blueprint Financial Advisors's BWX Position: Q1 2026 in Review

Blueprint Financial Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 189,084 shares — an estimated $4.26M sold.

Blueprint Financial Advisors first reported a position in BWX in Q1 2025 and held it in 4 quarters. The position peaked at $8.25M in Q3 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Blueprint Financial Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Blueprint Financial Advisors sold 189,084 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $4.26M.
Blueprint Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
Blueprint Financial Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8.25M in Q3 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.