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

Horizon 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	$5.82K	Sell	266 -1,151	-81%	-$25.9K	﹤0.01%	1226
2025 Q4	$31.9K	Buy	+1,417	New	+$32.1K	﹤0.01%	1138
2014 Q3	–	Sell	-110,048	Closed	-$3.35M	–	116
2014 Q2	$3.35M	Buy	110,048 +32,374	+42%	+$969K	0.4%	28
2014 Q1	$2.31M	Buy	+77,674	New	+$2.27M	0.3%	35

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

Horizon Investments's BWX Position: Q1 2026 in Review

Horizon Investments reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 81% in Q1 2026, selling an estimated $25.9K and leaving 266 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Horizon Investments first reported a position in BWX in Q1 2014 and has held it in 4 quarters since. The position peaked at $3.35M in Q2 2014. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Horizon Investments held 266 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $5.82K as of Q1 2026.
Horizon Investments sold 1,151 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $25.9K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1226 holding.
Horizon Investments first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2014 and has held it in 4 quarters since.
Horizon Investments's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.35M in Q2 2014.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

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