Cerity Partners OCIO’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Cerity Partners OCIO’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	$169M	Buy	7,812,961 +724,945	+10%	+$16M	8.57%	4
2026 Q1	$156M	Sell	7,088,016 -343,968	-5%	-$7.74M	9.33%	4
2025 Q4	$167M	Sell	7,431,984 -254,864	-3%	-$5.77M	9.26%	5
2025 Q3	$177M	Sell	7,686,848 -297,424	-4%	-$6.84M	9.02%	4
2025 Q2	$188M	Buy	7,984,272 +2,949,774	+59%	+$67.4M	10.4%	3
2025 Q1	$110M	Buy	5,034,498 +440,263	+10%	+$9.52M	6.23%	5
2024 Q4	$98.3M	Buy	4,594,235 +496,435	+12%	+$11M	6.52%	4
2024 Q3	$95.7M	Buy	4,097,800 +188,901	+5%	+$4.27M	7.7%	5
2024 Q2	$83.8M	Buy	+3,908,899	New	+$84.9M	6.41%	6
2015 Q4	–	Sell	-8,472	Closed	-$221K	–	217
2015 Q3	$221K	Buy	+8,472	New	+$220K	0.03%	205

Other funds holding BWX

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

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

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

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

Cerity Partners OCIO's BWX Position: Q2 2026 in Review

Cerity Partners OCIO increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 10% in Q2 2026, buying an estimated $16M and bringing the position to 7,812,961 shares worth $169M. The position accounts for 8.57% of the portfolio, ranked #4.

Cerity Partners OCIO first reported a position in BWX in Q3 2015 and has held it in 10 quarters since. The position peaked at $188M in Q2 2025. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Cerity Partners OCIO held 7,812,961 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $169M as of Q2 2026.
Cerity Partners OCIO bought 724,945 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $16M.
State Street SPDR Bloomberg International Treasury Bond ETF made up 8.57% of Cerity Partners OCIO's portfolio in Q2 2026, its #4 holding.
Cerity Partners OCIO first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2015 and has held it in 10 quarters since.
Cerity Partners OCIO's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $188M in Q2 2025.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.