Golden State Equity Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Golden State Equity 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 Q3	–	Sell	-33,102	Closed	-$778K	–	456
2025 Q2	$778K	Sell	33,102 -6,421	-16%	-$147K	0.14%	172
2025 Q1	$864K	Buy	+39,523	New	+$854K	0.17%	155
2023 Q4	$723K	Buy	+31,174	New	+$680K	0.18%	131

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Equity Partners's BWX Position: Q3 2025 in Review

Golden State Equity Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2025, closing a stake of 33,102 shares — an estimated $778K sold.

Golden State Equity Partners first reported a position in BWX in Q4 2023 and held it in 3 quarters. The position peaked at $864K in Q1 2025. 150 funds tracked by Wall St. Rank hold BWX as of Q3 2025.

Golden State Equity Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Golden State Equity Partners sold 33,102 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2025, an estimated $778K.
Golden State Equity Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
Golden State Equity Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $864K in Q1 2025.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2025.

Based on Golden State Equity Partners's 13F filing for Q3 2025, filed 21 Oct 2025.