BFC Planning, Inc.’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

BFC Planning, Inc.’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	$153K	Sell	7,050 -3,000	-30%	-$66.1K	0.01%	1040
2026 Q1	$221K	Hold	10,050	–	–	0.01%	843
2025 Q4	$226K	Buy	10,050 +50	+0.5%	+$1.13K	0.01%	831
2025 Q3	$230K	Sell	10,000 -298	-3%	-$6.86K	0.02%	625
2025 Q2	$242K	Buy	10,298 +9,957	+2,920%	+$227K	0.02%	567
2025 Q1	$7.45K	Hold	341	–	–	﹤0.01%	1885
2024 Q4	$7.29K	Buy	+341	New	+$7.53K	﹤0.01%	1887

Other funds holding BWX

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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

BFC Planning, Inc.'s BWX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 30% in Q2 2026, selling an estimated $66.1K and leaving 7,050 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #1040.

BFC Planning, Inc. first reported a position in BWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $242K in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

BFC Planning, Inc. held 7,050 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $153K as of Q2 2026.
BFC Planning, Inc. sold 3,000 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $66.1K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1040 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $242K in Q2 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.