GRP
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Global Retirement Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Global Retirement 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
2025
Q4 		$2.1K Sell
93
-630
-87% -$14.3K ﹤0.01% 3714
2025
Q3 		$16.6K Hold
723
– – ﹤0.01% 2482
2025
Q2 		$17K Buy
+723
New +$16.5K ﹤0.01% 2359
2024
Q4 		$15.5K Hold
725
– – ﹤0.01% 2215
2024
Q3 		$16.9K Hold
725
– – ﹤0.01% 2065
2024
Q2 		$15.5K Hold
725
– – ﹤0.01% 2111
2024
Q1 		$16.1K Buy
725
+1
+0.1% +$22 ﹤0.01% 1899
2023
Q4 		$16.3K Sell
724
-1
-0.1% -$22 ﹤0.01% 1864
2023
Q3 		$15.2K Buy
725
+716
+7,956% +$15.9K ﹤0.01% 1772
2023
Q2 		$203 Hold
9
– – ﹤0.01% 3093
2023
Q1 		$208 Buy
+9
New +$205 ﹤0.01% 3083
2020
Q2 		– Sell
-105
Closed -$3K – 1615
2020
Q1 		$3K Sell
105
-2,214
-95% -$63K ﹤0.01% 1314
2019
Q4 		$67K Sell
2,319
-2,011
-46% -$57.6K 0.01% 567
2019
Q3 		$124K Sell
4,330
-2,061
-32% -$59.5K 0.02% 437
2019
Q2 		$185K Buy
6,391
+638
+11% +$17.9K 0.04% 354
2019
Q1 		$160K Sell
5,753
-3,142
-35% -$87.2K 0.04% 330
2018
Q4 		$246K Buy
8,895
+47
+0.5% +$1.27K 0.06% 247
2018
Q3 		$242K Buy
8,848
+262
+3% +$7.24K 0.05% 268
2018
Q2 		$238K Sell
8,586
-666
-7% -$18.9K 0.06% 260
2018
Q1 		$273K Buy
9,252
+1,763
+24% +$51.3K 0.08% 238
2017
Q4 		$213K Buy
7,489
+1,431
+24% +$40.2K 0.06% 256
2017
Q3 		$170K Buy
6,058
+2,367
+64% +$66.9K 0.07% 245
2017
Q2 		$102K Buy
3,691
+712
+24% +$19.4K 0.05% 297
2017
Q1 		$79K Sell
2,979
-1,441
-33% -$37.8K 0.04% 313
2016
Q4 		$115K Buy
+4,420
New +$119K 0.08% 223

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Global Retirement Partners's BWX Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 87% in Q4 2025, selling an estimated $14.3K and leaving 93 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3714.

Global Retirement Partners first reported a position in BWX in Q4 2016 and has held it in 25 quarters since. The position peaked at $273K in Q1 2018. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

  • Global Retirement Partners held 93 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2.1K as of Q4 2025.
  • Global Retirement Partners sold 630 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $14.3K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3714 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • Global Retirement Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $273K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.