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 Q2	$2.85M	Buy	131,343 +17,954	+16%	+$396K	0.03%	343
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 $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors's BWX Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 16% in Q2 2026, buying an estimated $396K and bringing the position to 131,343 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #343.

Foundations Investment Advisors first reported a position in BWX in Q3 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Foundations Investment Advisors held 131,343 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.85M as of Q2 2026.
Foundations Investment Advisors bought 17,954 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $396K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #343 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 4 quarters since.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.