First Heartland Consultants’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

First Heartland Consultants’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	$459K	Sell	21,150 -1,122	-5%	-$24.7K	0.03%	339
2026 Q1	$489K	Buy	22,272 +142	+0.6%	+$3.2K	0.04%	291
2025 Q4	$499K	Buy	+22,130	New	+$501K	0.04%	297
2020 Q2	–	Sell	-12,765	Closed	-$355K	–	286
2020 Q1	$355K	Sell	12,765 -8,924	-41%	-$254K	0.09%	160
2019 Q4	$625K	Sell	21,689 -27,274	-56%	-$781K	0.12%	155
2019 Q3	$1.41M	Sell	48,963 -3,978	-8%	-$115K	0.3%	84
2019 Q2	$1.53M	Buy	52,941 +6,559	+14%	+$184K	0.37%	69
2019 Q1	$1.29M	Buy	+46,382	New	+$1.29M	0.36%	72
2018 Q3	–	Sell	-27,437	Closed	-$761K	–	243
2018 Q2	$761K	Buy	27,437 +6,440	+31%	+$183K	0.27%	94
2018 Q1	$620K	Buy	20,997 +2,678	+15%	+$77.9K	0.19%	130
2017 Q4	$521K	Buy	18,319 +2,161	+13%	+$60.8K	0.16%	145
2017 Q3	$454K	Buy	16,158 +2,503	+18%	+$70.8K	0.11%	228
2017 Q2	$377K	Buy	+13,655	New	+$372K	0.1%	238

Other funds holding BWX

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

First Heartland Consultants's BWX Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 5% in Q2 2026, selling an estimated $24.7K and leaving 21,150 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #339.

First Heartland Consultants first reported a position in BWX in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.53M in Q2 2019. 19 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

First Heartland Consultants held 21,150 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $459K as of Q2 2026.
First Heartland Consultants sold 1,122 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $24.7K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #339 holding.
First Heartland Consultants first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and has held it in 13 quarters since.
First Heartland Consultants's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.53M in Q2 2019.
19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.