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

EverSource 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	$5.68K	Hold	262	–	–	﹤0.01%	3225
2026 Q1	$5.75K	Hold	262	–	–	﹤0.01%	3202
2025 Q4	$5.9K	Sell	262 -286	-52%	-$6.47K	﹤0.01%	3056
2025 Q3	$12.6K	Buy	+548	New	+$12.6K	﹤0.01%	2686
2025 Q2	–	Sell	-259	Closed	-$5.65K	–	4265
2025 Q1	$5.65K	Buy	259 +1	+0.4%	+$22	﹤0.01%	2434
2024 Q4	$5.53K	Hold	258	–	–	﹤0.01%	2296
2024 Q3	$6.03K	Sell	258 -778	-75%	-$17.6K	﹤0.01%	2149
2024 Q2	$23K	Buy	1,036 +834	+413%	+$18.1K	﹤0.01%	1439
2024 Q1	$4.32K	Buy	+202	New	+$4.52K	﹤0.01%	2115

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

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

EverSource Wealth Advisors held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2026 at 262 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

EverSource Wealth Advisors first reported a position in BWX in Q1 2024 and has held it in 9 quarters since. The position peaked at $23K in Q2 2024. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

EverSource Wealth Advisors held 262 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $5.68K as of Q2 2026.
EverSource Wealth Advisors left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3225 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $23K in Q2 2024.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.