Fiduciary Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Fiduciary Financial Group’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	$374K	Sell	17,240 -10,398	-38%	-$229K	0.04%	259
2026 Q1	$607K	Buy	27,638 +6,410	+30%	+$144K	0.08%	150
2025 Q4	$478K	Sell	21,228 -4,030	-16%	-$91.2K	0.07%	167
2025 Q3	$581K	Buy	25,258 +14,511	+135%	+$334K	0.09%	136
2025 Q2	$253K	Buy	+10,747	New	+$246K	0.05%	255

Other funds holding BWX

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Financial Group's BWX Position: Q2 2026 in Review

Fiduciary Financial Group reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 38% in Q2 2026, selling an estimated $229K and leaving 17,240 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #259.

Fiduciary Financial Group first reported a position in BWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $607K in Q1 2026. 50 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Fiduciary Financial Group held 17,240 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $374K as of Q2 2026.
Fiduciary Financial Group sold 10,398 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $229K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #259 holding.
Fiduciary Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $607K 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 Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.