Cresset Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Cresset Asset 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
2026 Q1	$623K	Sell	28,389 -2,513	-8%	-$56.6K	﹤0.01%	964
2025 Q4	$696K	Sell	30,902 -1,398	-4%	-$31.6K	﹤0.01%	939
2025 Q3	$743K	Buy	32,300 +489	+2%	+$11.2K	﹤0.01%	863
2025 Q2	$747K	Buy	+31,811	New	+$727K	﹤0.01%	775

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

Cresset Asset Management's BWX Position: Q1 2026 in Review

Cresset Asset Management reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 8.1% in Q1 2026, selling an estimated $56.6K and leaving 28,389 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Cresset Asset Management first reported a position in BWX in Q2 2025 and has held it in 4 quarters since. The position peaked at $747K in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Cresset Asset Management held 28,389 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $623K as of Q1 2026.
Cresset Asset Management sold 2,513 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $56.6K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #964 holding.
Cresset Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Cresset Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $747K in Q2 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.