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

Destination 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
2026 Q1	$252K	Buy	11,472 +901	+9%	+$20.3K	0.01%	277
2025 Q4	$238K	Buy	+10,571	New	+$239K	0.01%	269
2025 Q3	–	Sell	-10,078	Closed	-$237K	–	302
2025 Q2	$237K	Buy	+10,078	New	+$230K	0.01%	232
2015 Q3	–	Sell	-8,580	Closed	-$223K	–	129
2015 Q2	$223K	Buy	+8,580	New	+$227K	0.01%	233

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

Destination Wealth Management's BWX Position: Q1 2026 in Review

Destination Wealth Management increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 8.5% in Q1 2026, buying an estimated $20.3K and bringing the position to 11,472 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #277.

Destination Wealth Management first reported a position in BWX in Q2 2015 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Destination Wealth Management held 11,472 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $252K as of Q1 2026.
Destination Wealth Management bought 901 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $20.3K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #277 holding.
Destination Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2015 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

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