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Foundations Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Foundations Investment 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 		$2.49M Buy
113,389
+30,239
+36% +$681K 0.03% 327
2025
Q4 		$1.87M Buy
83,150
+15,333
+23% +$347K 0.02% 365
2025
Q3 		$1.56M Buy
+67,817
New +$1.56M 0.02% 359

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Foundations Investment Advisors's BWX Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 36% in Q1 2026, buying an estimated $681K and bringing the position to 113,389 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #327.

Foundations Investment Advisors first reported a position in BWX in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

  • Foundations Investment Advisors held 113,389 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.49M as of Q1 2026.
  • Foundations Investment Advisors bought 30,239 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $681K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #327 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.