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 Q2	$16.4M	Buy	755,142 +31,754	+4%	+$700K	2.58%	9
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 $1.98B 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

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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Gould Asset Management's BWX Position: Q2 2026 in Review

Gould Asset Management increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.4% in Q2 2026, buying an estimated $700K and bringing the position to 755,142 shares worth $16.4M. The position accounts for 2.58% of the portfolio, ranked #9.

Gould Asset Management first reported a position in BWX in Q2 2013 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Gould Asset Management held 755,142 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $16.4M as of Q2 2026.
Gould Asset Management bought 31,754 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $700K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 2.58% of Gould Asset Management's portfolio in Q2 2026, its #9 holding.
Gould Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and has held it in 12 quarters since.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.