CFG Wealth Management Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

CFG Wealth Management 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	$1.69M	Hold	74,567	–	–	1.58%	18
2026 Q1	$1.69M	Hold	74,567	–	–	1.53%	18
2025 Q4	$1.68M	Buy	+74,567	New	+$1.69M	1.53%	18

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

CFG Wealth Management Services's BWX Position: Q2 2026 in Review

CFG Wealth Management Services held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2026 at 74,567 shares worth $1.69M. The position accounts for 1.58% of the portfolio, ranked #18.

CFG Wealth Management Services first reported a position in BWX in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

CFG Wealth Management Services held 74,567 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.69M as of Q2 2026.
CFG Wealth Management Services left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up 1.58% of CFG Wealth Management Services's portfolio in Q2 2026, its #18 holding.
CFG Wealth Management Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.