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GAM
Gould Asset Management’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
Gould Asset Management’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
$15.9M
Buy
723,388
+45,277
+7%
+$1.02M
2.76%
7
2025
Q4
$15.3M
Buy
678,111
+120,706
+22%
+$2.73M
2.71%
8
2025
Q3
$12.8M
Buy
+557,405
New
+$12.8M
2.38%
10
2015
Q2
–
Sell
-40,978
Closed
-$1.09M
–
119
2015
Q1
$1.09M
Sell
40,978
-8,628
-17%
-$233K
0.53%
25
2014
Q4
$1.37M
Sell
49,606
-49,132
-50%
-$1.39M
0.67%
20
2014
Q3
$2.83M
Sell
98,738
-380
-0.4%
-$11.3K
1.37%
11
2014
Q2
$3.01M
Buy
99,118
+5,462
+6%
+$164K
1.45%
9
2014
Q1
$2.78M
Sell
93,656
-12,856
-12%
-$376K
1.47%
10
2013
Q4
$3.08M
Sell
106,512
-5,594
-5%
-$163K
1.79%
7
2013
Q3
$3.27M
Sell
112,106
-26,106
-19%
-$747K
2.06%
7
2013
Q2
$3.89M
Buy
+138,212
New
+$4.03M
2.43%
7
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
$93.1B 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
$1.46B 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
LG
Leuthold Group
Minneapolis, Minnesota
$939M AUM
37.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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