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 Q2	$2.83K	Buy	+131	New	+$2.89K	﹤0.01%	720
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 $1.98B 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

Concord Wealth Partners's BWX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2026: 131 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BWX as recently as Q4 2025.

Concord Wealth Partners first reported a position in BWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $3K in Q2 2025. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Concord Wealth Partners held 131 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.83K as of Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #720 holding.
Concord Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Concord Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.