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 Q2	$412	Hold	19	–	–	﹤0.01%	907
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 $1.98B 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

Evolution Wealth Management's BWX Position: Q2 2026 in Review

Evolution Wealth Management held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2026 at 19 shares worth $412. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Evolution Wealth Management first reported a position in BWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $428 in Q4 2025. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Evolution Wealth Management held 19 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $412 as of Q2 2026.
Evolution Wealth Management 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 Evolution Wealth Management's portfolio in Q2 2026, its #907 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 3 quarters since.
Evolution Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $428 in Q4 2025.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.