Harbour Investments’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Harbour Investments’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	$3.13K	Buy	142 +114	+407%	+$2.57K	﹤0.01%	3765
2025 Q4	$620	Sell	28 -245	-90%	-$5.55K	﹤0.01%	3523
2025 Q3	$6.27K	Hold	273	–	–	﹤0.01%	2900
2025 Q2	$6.4K	Buy	273 +247	+950%	+$5.64K	﹤0.01%	2772
2025 Q1	$557	Sell	26 -1	-4%	-$22	﹤0.01%	3326
2024 Q4	$567	Buy	27 +1	+4%	+$22	﹤0.01%	3262
2024 Q3	$596	Hold	26	–	–	﹤0.01%	3176
2024 Q2	$546	Sell	26 -12	-32%	-$261	﹤0.01%	3075
2024 Q1	$851	Sell	38 -20	-34%	-$448	﹤0.01%	2961
2023 Q4	$1.34K	Buy	58 +7	+14%	+$153	﹤0.01%	2769
2023 Q3	$1.08K	Hold	51	–	–	﹤0.01%	2686
2023 Q2	$1.15K	Sell	51 -459	-90%	-$10.5K	﹤0.01%	2667
2023 Q1	$11.8K	Buy	510 +459	+900%	+$10.5K	﹤0.01%	1942
2022 Q4	$1.14K	Sell	51 -99	-66%	-$2.15K	﹤0.01%	2659
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	2297
2022 Q2	$3K	Buy	+150	New	+$3.62K	﹤0.01%	2297
2021 Q4	$1K	Sell	51 -2,550	-98%	-$72.5K	﹤0.01%	2479
2021 Q3	$75K	Sell	2,601 -2	-0.1%	-$59	﹤0.01%	1534
2021 Q2	$76K	Hold	2,603	–	–	﹤0.01%	1544
2021 Q1	$76K	Buy	+2,603	New	+$79K	﹤0.01%	1446

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 $777B 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 $1.98B 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

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

Harbour Investments's BWX Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 407% in Q1 2026, buying an estimated $2.57K and bringing the position to 142 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

Harbour Investments first reported a position in BWX in Q1 2021 and has held it in 20 quarters since. The position peaked at $76K in Q2 2021. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Harbour Investments held 142 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $3.13K as of Q1 2026.
Harbour Investments bought 114 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $2.57K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3765 holding.
Harbour Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $76K in Q2 2021.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.