Envestnet Portfolio Solutions’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Envestnet Portfolio 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
2026 Q2	$1.21M	Sell	55,618 -1,337	-2%	-$29.5K	0.01%	637
2026 Q1	$1.25M	Sell	56,955 -46,026	-45%	-$1.04M	0.01%	568
2025 Q4	$2.32M	Buy	102,981 +27,912	+37%	+$632K	0.01%	516
2025 Q3	$1.73M	Buy	75,069 +12,873	+21%	+$296K	0.01%	571
2025 Q2	$1.46M	Sell	62,196 -52,045	-46%	-$1.19M	0.01%	665
2025 Q1	$2.5M	Sell	114,241 -69,609	-38%	-$1.5M	0.01%	519
2024 Q4	$3.93M	Buy	183,850 +51,155	+39%	+$1.13M	0.01%	456
2024 Q3	$3.1M	Buy	132,695 +12,724	+11%	+$287K	0.01%	521
2024 Q2	$2.57M	Sell	119,971 -2,796	-2%	-$60.8K	0.01%	569
2024 Q1	$2.73M	Sell	122,767 -37,995	-24%	-$850K	0.01%	545
2023 Q4	$3.73M	Sell	160,762 -10,101	-6%	-$220K	0.02%	409
2023 Q3	$3.63M	Buy	+170,863	New	+$3.79M	0.02%	388

Other funds holding BWX

CPO

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

CCA

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions's BWX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 2.3% in Q2 2026, selling an estimated $29.5K and leaving 55,618 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #637.

Envestnet Portfolio Solutions first reported a position in BWX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q4 2024. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Envestnet Portfolio Solutions held 55,618 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.21M as of Q2 2026.
Envestnet Portfolio Solutions sold 1,337 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $29.5K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #637 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.93M in Q4 2024.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.