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

Financial Engines Advisors’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	$8.21M	Sell	374,015 -23,080	-6%	-$520K	0.02%	109
2025 Q4	$8.95M	Buy	397,095 +5,294	+1%	+$120K	0.02%	112
2025 Q3	$9.01M	Sell	391,801 -11,351	-3%	-$261K	0.02%	112
2025 Q2	$9.47M	Sell	403,152 -6,771	-2%	-$155K	0.02%	102
2025 Q1	$8.96M	Sell	409,923 -128,235	-24%	-$2.77M	0.02%	98
2024 Q4	$11.5M	Buy	538,158 +21,723	+4%	+$479K	0.02%	95
2024 Q3	$12.1M	Buy	516,435 +66,080	+15%	+$1.49M	0.03%	83
2024 Q2	$9.65M	Buy	450,355 +134,946	+43%	+$2.93M	0.02%	86
2024 Q1	$7.01M	Buy	315,409 +38,938	+14%	+$871K	0.02%	93
2023 Q4	$6.41M	Sell	276,471 -213,512	-44%	-$4.66M	0.02%	91
2023 Q3	$10.4M	Sell	489,983 -382,561	-44%	-$8.48M	0.03%	72
2023 Q2	$19.7M	Buy	872,544 +29,602	+4%	+$674K	0.05%	60
2023 Q1	$19.5M	Sell	842,942 -1,921,401	-70%	-$43.8M	0.05%	60
2022 Q4	$62M	Buy	2,764,343 +2,462,445	+816%	+$53.5M	0.18%	49
2022 Q3	$6.29M	Buy	301,898 +148,595	+97%	+$3.35M	0.02%	82
2022 Q2	$3.55M	Buy	153,303 +57,469	+60%	+$1.39M	0.01%	92
2022 Q1	$2.5M	Buy	95,834 +79,980	+504%	+$2.17M	0.01%	107
2021 Q4	$448K	Buy	+15,854	New	+$451K	﹤0.01%	166
2021 Q3	–	Sell	-10,211	Closed	-$300K	–	269
2021 Q2	$300K	Buy	10,211 +316	+3%	+$9.39K	﹤0.01%	177
2021 Q1	$288K	Buy	9,895 +1,277	+15%	+$38.7K	﹤0.01%	214
2020 Q4	$269K	Buy	8,618 +48	+0.6%	+$1.46K	﹤0.01%	219
2020 Q3	$254K	Hold	8,570	–	–	﹤0.01%	204
2020 Q2	$248K	Buy	8,570 +1,230	+17%	+$34.7K	﹤0.01%	172
2020 Q1	$204K	Buy	+7,340	New	+$209K	﹤0.01%	142
2018 Q1	–	Sell	-50	Closed	-$1K	–	145
2017 Q4	$1K	Buy	+50	New	+$1.41K	﹤0.01%	172

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

Financial Engines Advisors's BWX Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 5.8% in Q1 2026, selling an estimated $520K and leaving 374,015 shares worth $8.21M. The position accounts for 0.02% of the portfolio, ranked #109.

Financial Engines Advisors first reported a position in BWX in Q4 2017 and has held it in 25 quarters since. The position peaked at $62M in Q4 2022. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Financial Engines Advisors held 374,015 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $8.21M as of Q1 2026.
Financial Engines Advisors sold 23,080 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $520K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.02% of Financial Engines Advisors's portfolio in Q1 2026, its #109 holding.
Financial Engines Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and has held it in 25 quarters since.
Financial Engines Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $62M in Q4 2022.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.