Focus Partners Wealth’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Focus Partners Wealth’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	$1.36M	Buy	+6,719	New	+$151K	﹤0.01%	1473
2025 Q3	–	Sell	-9,924	Closed	-$233K	–	2217
2025 Q2	$233K	Buy	9,924 +79	+0.8%	+$1.8K	﹤0.01%	1793
2025 Q1	$215K	Buy	+9,845	New	+$213K	﹤0.01%	1724

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

Focus Partners Wealth's BWX Position: Q1 2026 in Review

Focus Partners Wealth opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026: 6,719 shares worth $1.36M. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in BWX as recently as Q2 2025.

Focus Partners Wealth first reported a position in BWX in Q1 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Focus Partners Wealth held 6,719 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.36M as of Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Focus Partners Wealth position in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1473 holding.
Focus Partners Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.