Caitlin John’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Caitlin John’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	$2.6K	Hold	119	–	–	﹤0.01%	685
2025 Q4	$2.67K	Hold	119	–	–	﹤0.01%	700
2025 Q3	$2.73K	Buy	+119	New	+$2.74K	﹤0.01%	658
2025 Q1	–	Sell	-237	Closed	-$5.07K	–	216
2024 Q4	$5.07K	Hold	237	–	–	﹤0.01%	568
2024 Q3	$5.14K	Hold	237	–	–	﹤0.01%	565
2024 Q2	$5.08K	Hold	237	–	–	﹤0.01%	553
2024 Q1	$5.28K	Hold	237	–	–	﹤0.01%	557
2023 Q4	$5.5K	Buy	+237	New	+$5.17K	﹤0.01%	534

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

Caitlin John's BWX Position: Q1 2026 in Review

Caitlin John held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2026 at 119 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Caitlin John first reported a position in BWX in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.5K in Q4 2023. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Caitlin John held 119 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.6K as of Q1 2026.
Caitlin John left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #685 holding.
Caitlin John first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.5K in Q4 2023.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.