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

Concord Wealth 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 Q1	–	Sell	-129	Closed	-$2.92K	–	278
2025 Q4	$2.92K	Buy	129 +1	+0.8%	+$23	﹤0.01%	677
2025 Q3	$2.95K	Hold	128	–	–	﹤0.01%	682
2025 Q2	$3K	Buy	128 +1	+0.8%	+$23	﹤0.01%	686
2025 Q1	$2.78K	Hold	127	–	–	﹤0.01%	653
2024 Q4	$2.71K	Buy	127 +1	+0.8%	+$22	﹤0.01%	684
2024 Q3	$2.94K	Buy	126 +1	+0.8%	+$23	﹤0.01%	704
2024 Q2	$2.68K	Hold	125	–	–	﹤0.01%	640
2024 Q1	$2.77K	Buy	125 +1	+0.8%	+$22	﹤0.01%	719
2023 Q4	$2.88K	Hold	124	–	–	﹤0.01%	684
2023 Q3	$2.62K	Buy	124 +1	+0.8%	+$22	﹤0.01%	830
2023 Q2	$2.77K	Buy	123 +1	+0.8%	+$23	﹤0.01%	813
2023 Q1	$2.83K	Hold	122	–	–	﹤0.01%	762
2022 Q4	$2.74K	Buy	+122	New	+$2.65K	﹤0.01%	885

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

Concord Wealth Partners's BWX Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 129 shares — an estimated $2.92K sold.

Concord Wealth Partners first reported a position in BWX in Q4 2022 and held it in 13 quarters. The position peaked at $3K in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Concord Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 129 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $2.92K.
Concord Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 13 quarters.
Concord Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K in Q2 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.