Coppell Advisory Solutions’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-1,936	Closed	-$41.6K	–	537
2024 Q4	$41.6K	Sell	1,936 -1,178	-38%	-$26K	0.01%	644
2024 Q3	$73.1K	Sell	3,114 -1,437	-32%	-$32.5K	0.01%	457
2024 Q2	$97.5K	Buy	+4,551	New	+$98.9K	0.02%	368
2023 Q4	$140K	Buy	6,038 +711	+13%	+$15.5K	0.03%	311
2023 Q3	$119K	Sell	5,327 -362	-6%	-$8.02K	0.04%	202
2023 Q2	$127K	Buy	+5,689	New	+$130K	0.04%	239
2023 Q1	–	Sell	-5,327	Closed	-$119K	–	319
2022 Q4	$119K	Buy	+5,327	New	+$116K	0.04%	205

Other funds holding BWX

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Coppell Advisory Solutions's BWX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 1,936 shares — an estimated $41.6K sold.

Coppell Advisory Solutions first reported a position in BWX in Q4 2022 and held it in 7 quarters. The position peaked at $140K in Q4 2023. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,936 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $41.6K.
Coppell Advisory Solutions first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $140K in Q4 2023.
127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.