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

Financial Consulate’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
2025
Q4 		– Sell
-103
Closed -$2.37K – 1356
2025
Q3 		$2.37K Buy
+103
New +$2.37K ﹤0.01% 754

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Financial Consulate's BWX Position: Q4 2025 in Review

Financial Consulate sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2025, closing a stake of 103 shares — an estimated $2.37K sold.

Financial Consulate first reported a position in BWX in Q3 2025 and held it in 1 quarter. The position peaked at $2.37K in Q3 2025. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

  • Financial Consulate reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 103 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $2.37K.
  • Financial Consulate first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Financial Consulate's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.37K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.