Capital Investment Advisory Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Capital Investment Advisory Services’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 Q2	$6.68K	Sell	308 -1	-0.3%	-$22	﹤0.01%	1196
2026 Q1	$6.78K	Buy	309 +5	+2%	+$113	﹤0.01%	1102
2025 Q4	$6.85K	Sell	304 -1,260	-81%	-$28.5K	﹤0.01%	1057
2025 Q3	$36K	Buy	1,564 +8	+0.5%	+$184	﹤0.01%	827
2025 Q2	$36.5K	Buy	1,556 +1,279	+462%	+$29.2K	﹤0.01%	796
2025 Q1	$6.05K	Buy	+277	New	+$5.99K	﹤0.01%	909
2021 Q4	–	Sell	-77	Closed	-$2K	–	810
2021 Q3	$2K	Hold	77	–	–	﹤0.01%	737
2021 Q2	$2K	Hold	77	–	–	﹤0.01%	762
2021 Q1	$2K	Hold	77	–	–	﹤0.01%	710
2020 Q4	$2K	Hold	77	–	–	﹤0.01%	680
2020 Q3	$2K	Hold	77	–	–	﹤0.01%	599
2020 Q2	$2K	Hold	77	–	–	﹤0.01%	541
2020 Q1	$2K	Sell	77 -1,028	-93%	-$29.2K	﹤0.01%	527
2019 Q4	$32K	Buy	1,105 +77	+7%	+$2.21K	0.01%	413
2019 Q3	$30K	Hold	1,028	–	–	0.01%	684
2019 Q2	$30K	Sell	1,028 -262	-20%	-$7.33K	0.01%	666
2019 Q1	$36K	Hold	1,290	–	–	0.01%	542
2018 Q4	$36K	Buy	+1,290	New	+$35K	0.02%	519

Other funds holding BWX

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Capital Investment Advisory Services's BWX Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.32% in Q2 2026, selling an estimated $22 and leaving 308 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Capital Investment Advisory Services first reported a position in BWX in Q4 2018 and has held it in 18 quarters since. The position peaked at $36.5K in Q2 2025. 34 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Capital Investment Advisory Services held 308 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $6.68K as of Q2 2026.
Capital Investment Advisory Services sold 1 State Street SPDR Bloomberg International Treasury Bond ETF share in Q2 2026, an estimated $22.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1196 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2018 and has held it in 18 quarters since.
Capital Investment Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $36.5K in Q2 2025.
34 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.