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

Cerity Partners’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	$2.63M	Buy	121,120 +23,533	+24%	+$518K	﹤0.01%	1440
2026 Q1	$2.14M	Buy	97,587 +34,619	+55%	+$779K	﹤0.01%	1455
2025 Q4	$1.42M	Buy	62,968 +7,296	+13%	+$165K	﹤0.01%	1528
2025 Q3	$1.28M	Buy	55,672 +11,999	+27%	+$276K	﹤0.01%	1484
2025 Q2	$1.03M	Buy	43,673 +33,620	+334%	+$768K	﹤0.01%	1513
2025 Q1	$220K	Hold	10,053	–	–	﹤0.01%	2170
2024 Q4	$215K	Sell	10,053 -214	-2%	-$4.72K	﹤0.01%	2206
2024 Q3	$240K	Buy	10,267 +214	+2%	+$4.83K	﹤0.01%	2213
2024 Q2	$215K	Buy	10,053 +1,030	+11%	+$22.4K	﹤0.01%	1994
2024 Q1	$201K	Sell	9,023 -134	-1%	-$3K	﹤0.01%	2111
2023 Q4	$212K	Buy	+9,157	New	+$200K	﹤0.01%	1689
2023 Q3	–	Sell	-11,965	Closed	-$270K	–	1429
2023 Q2	$270K	Buy	+11,965	New	+$272K	﹤0.01%	1431

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

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

Cerity Partners's BWX Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 24% in Q2 2026, buying an estimated $518K and bringing the position to 121,120 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Cerity Partners first reported a position in BWX in Q2 2023 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Cerity Partners held 121,120 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.63M as of Q2 2026.
Cerity Partners bought 23,533 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $518K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1440 holding.
Cerity Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

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