FSM Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

FSM Wealth 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	$319K	Buy	14,700 +63	+0.4%	+$1.39K	0.03%	254
2026 Q1	$321K	Sell	14,637 -63	-0.4%	-$1.42K	0.04%	226
2025 Q4	$331K	Buy	14,700 +1,079	+8%	+$24.4K	0.05%	221
2025 Q3	$313K	Buy	13,621 +216	+2%	+$4.97K	0.04%	234
2025 Q2	$311K	Sell	13,405 -338	-2%	-$7.72K	0.05%	214
2025 Q1	$300K	Buy	+13,743	New	+$297K	0.07%	156

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

FSM Wealth Advisors's BWX Position: Q2 2026 in Review

FSM Wealth Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.43% in Q2 2026, buying an estimated $1.39K and bringing the position to 14,700 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #254.

FSM Wealth Advisors first reported a position in BWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $331K in Q4 2025. 19 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

FSM Wealth Advisors held 14,700 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $319K as of Q2 2026.
FSM Wealth Advisors bought 63 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $1.39K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #254 holding.
FSM Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
FSM Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $331K in Q4 2025.
19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.