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

Congress Wealth Management’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
2025 Q2	$318K	Sell	13,522 -374	-3%	-$8.54K	﹤0.01%	1052
2025 Q1	$304K	Sell	13,896 -268	-2%	-$5.79K	﹤0.01%	937
2024 Q4	$303K	Sell	14,164 -11	-0.1%	-$243	﹤0.01%	764
2024 Q3	$331K	Sell	14,175 -43	-0.3%	-$971	﹤0.01%	710
2024 Q2	$305K	Buy	+14,218	New	+$309K	﹤0.01%	613
2023 Q4	–	Sell	-20,022	Closed	-$425K	–	611
2023 Q3	$425K	Sell	20,022 -20,336	-50%	-$451K	0.01%	475
2023 Q2	$910K	Sell	40,358 -982	-2%	-$22.4K	0.02%	350
2023 Q1	$956K	Sell	41,340 -378	-0.9%	-$8.62K	0.02%	349
2022 Q4	$936K	Sell	41,718 -590	-1%	-$12.8K	0.02%	342
2022 Q3	$881K	Sell	42,308 -2,480	-6%	-$56K	0.02%	340
2022 Q2	$1.04M	Sell	44,788 -3,284	-7%	-$79.2K	0.03%	331
2022 Q1	$1.25M	Sell	48,072 -852	-2%	-$23.1K	0.03%	327
2021 Q4	$1.38M	Buy	+48,924	New	+$1.39M	0.03%	339

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Congress Wealth Management's BWX Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 2.7% in Q2 2025, selling an estimated $8.54K and leaving 13,522 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Congress Wealth Management first reported a position in BWX in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.38M in Q4 2021. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2025.

Congress Wealth Management held 13,522 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $318K as of Q2 2025.
Congress Wealth Management sold 374 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2025, an estimated $8.54K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1052 holding.
Congress Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.38M in Q4 2021.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.