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

EP Wealth 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 		$124K Buy
+5,742
New +$127K ﹤0.01% 1629

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jane Street
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's BWX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2026: 5,742 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings.

157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • EP Wealth Advisors held 5,742 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $124K as of Q2 2026.
  • State Street SPDR Bloomberg International Treasury Bond ETF was a new EP Wealth Advisors position in Q2 2026.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1629 holding.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.