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Family CFO’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Family CFO’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 		$777K Sell
35,835
-286
-0.8% -$6.3K 0.3% 30
2026
Q1 		$793K Buy
+36,121
New +$813K 0.36% 28

Other funds holding BWX

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Family CFO's BWX Position: Q2 2026 in Review

Family CFO reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.79% in Q2 2026, selling an estimated $6.3K and leaving 35,835 shares worth $777K. The position accounts for 0.3% of the portfolio, ranked #30.

Family CFO first reported a position in BWX in Q1 2026 and has held it in 2 quarters since. The position peaked at $793K in Q1 2026. 50 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Family CFO held 35,835 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $777K as of Q2 2026.
  • Family CFO sold 286 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $6.3K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.3% of Family CFO's portfolio in Q2 2026, its #30 holding.
  • Family CFO first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Family CFO's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $793K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.