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
2026 Q2	$65	Buy	+3	New	+$66	﹤0.01%	4454
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 $1.98B 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 22.96% 1-Year Est. Return

Global Retirement Partners's BWX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2026: 3 shares worth $65. The stake represents ﹤0.01% of the portfolio and ranks #4454 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BWX as recently as Q4 2025.

Global Retirement Partners first reported a position in BWX in Q4 2016 and has held it in 26 quarters since. The position peaked at $273K in Q1 2018. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Global Retirement Partners held 3 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $65 as of Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4454 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 26 quarters since.
Global Retirement Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $273K in Q1 2018.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.