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 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 $1.67B 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

Concurrent Investment Advisors's BWX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.6% in Q1 2026, buying an estimated $23.9K and bringing the position to 23,964 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #1193.

Concurrent Investment Advisors first reported a position in BWX in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Concurrent Investment Advisors held 23,964 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $526K as of Q1 2026.
Concurrent Investment Advisors bought 1,062 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $23.9K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1193 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 2 quarters since.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.