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

Gen-Wealth Partners’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	$38.7K	Buy	1,762 +13	+0.7%	+$293	0.01%	419
2025 Q4	$39.4K	Buy	1,749 +83	+5%	+$1.88K	0.01%	407
2025 Q3	$38.3K	Buy	1,666 +25	+2%	+$575	0.01%	410
2025 Q2	$38.6K	Buy	1,641 +26	+2%	+$594	0.01%	356
2025 Q1	$35.3K	Buy	1,615 +17	+1%	+$367	0.01%	366
2024 Q4	$34.2K	Buy	1,598 +14	+0.9%	+$309	0.01%	393
2024 Q3	$35.1K	Buy	+1,584	New	+$35.8K	0.02%	409

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

Gen-Wealth Partners's BWX Position: Q1 2026 in Review

Gen-Wealth Partners increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.74% in Q1 2026, buying an estimated $293 and bringing the position to 1,762 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #419.

Gen-Wealth Partners first reported a position in BWX in Q3 2024 and has held it in 7 quarters since. The position peaked at $39.4K in Q4 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Gen-Wealth Partners held 1,762 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $38.7K as of Q1 2026.
Gen-Wealth Partners bought 13 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $293.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #419 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Gen-Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $39.4K in Q4 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.