Buck Wealth Strategies’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Buck Wealth Strategies’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	-71,776	Closed	-$1.62M	–	172
2025 Q4	$1.62M	Sell	71,776 -12,665	-15%	-$287K	0.21%	55
2025 Q3	$1.94M	Buy	+84,441	New	+$1.94M	0.27%	54

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Buck Wealth Strategies's BWX Position: Q1 2026 in Review

Buck Wealth Strategies sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 71,776 shares — an estimated $1.62M sold.

Buck Wealth Strategies first reported a position in BWX in Q3 2025 and held it in 2 quarters. The position peaked at $1.94M in Q3 2025. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Buck Wealth Strategies reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Buck Wealth Strategies sold 71,776 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $1.62M.
Buck Wealth Strategies first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
Buck Wealth Strategies's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.94M in Q3 2025.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.