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

CoreCap 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 		$8.59K Sell
396
-3,114
-89% -$68.6K ﹤0.01% 2120
2026
Q1 		$77K Buy
3,510
+1,146
+48% +$25.8K ﹤0.01% 1135
2025
Q4 		$53.3K Sell
2,364
-107,074
-98% -$2.42M ﹤0.01% 1310
2025
Q3 		$2.52M Buy
109,438
+86,473
+377% +$1.99M 0.09% 200
2025
Q2 		$539K Buy
22,965
+20,401
+796% +$466K 0.02% 495
2025
Q1 		$56K Sell
2,564
-33,370
-93% -$721K ﹤0.01% 1127
2024
Q4 		$769K Buy
35,934
+749
+2% +$16.5K 0.04% 368
2024
Q3 		$822K Buy
35,185
+32,898
+1,438% +$743K 0.04% 349
2024
Q2 		$49K Sell
2,287
-35,385
-94% -$769K 0.01% 668
2024
Q1 		$838K Sell
37,672
-20,460
-35% -$458K 0.04% 324
2023
Q4 		$1.35M Buy
+58,132
New +$1.27M 0.09% 212
2022
Q4 		$1.56M Buy
+69,637
New +$1.51M 0.11% 173
2022
Q3 		– Sell
-121
Closed -$3K – 746
2022
Q2 		$3K Buy
+121
New +$2.92K ﹤0.01% 1770
2022
Q1 		– Sell
-521
Closed -$15K – 758
2021
Q4 		$15K Buy
+521
New +$14.8K ﹤0.01% 1409

Other funds holding BWX

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors's BWX Position: Q2 2026 in Review

CoreCap Advisors reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 89% in Q2 2026, selling an estimated $68.6K and leaving 396 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

CoreCap Advisors first reported a position in BWX in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.52M in Q3 2025. 19 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • CoreCap Advisors held 396 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $8.59K as of Q2 2026.
  • CoreCap Advisors sold 3,114 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $68.6K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2120 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.52M in Q3 2025.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.