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

Evolution 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	$417	Hold	19	–	–	﹤0.01%	818
2025 Q4	$428	Buy	+19	New	+$430	﹤0.01%	717

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

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

Evolution Wealth Management held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2026 at 19 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Evolution Wealth Management first reported a position in BWX in Q4 2025 and has held it in 2 quarters since. The position peaked at $428 in Q4 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Evolution Wealth Management held 19 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $417 as of Q1 2026.
Evolution Wealth Management left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #818 holding.
Evolution Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
Evolution Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $428 in Q4 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.