Concurrent Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Concurrent Investment Advisors’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	$544K	Buy	25,100 +1,136	+5%	+$25K	﹤0.01%	1358
2026 Q1	$526K	Buy	23,964 +1,062	+5%	+$23.9K	0.01%	1193
2025 Q4	$516K	Buy	+22,902	New	+$518K	0.01%	1135

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 22.9% 1-Year Est. Return

Concurrent Investment Advisors's BWX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.7% in Q2 2026, buying an estimated $25K and bringing the position to 25,100 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Concurrent Investment Advisors 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.

Concurrent Investment Advisors held 25,100 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $544K as of Q2 2026.
Concurrent Investment Advisors bought 1,136 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $25K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1358 holding.
Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.