Howe & Rusling’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Howe & Rusling’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	$80.8K	Hold	3,683	–	–	0.01%	337
2025 Q4	$83K	Buy	+3,683	New	+$83.4K	0.01%	341
2025 Q3	–	Sell	-401	Closed	-$9.42K	–	454
2025 Q2	$9.42K	Sell	401 -239	-37%	-$5.46K	﹤0.01%	416
2025 Q1	$14K	Buy	+640	New	+$13.8K	﹤0.01%	367
2021 Q4	–	Sell	-34	Closed	-$1K	–	997
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	907
2021 Q2	$1K	Hold	34	–	–	﹤0.01%	870
2021 Q1	$1K	Hold	34	–	–	﹤0.01%	875
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	862
2020 Q3	$1K	Hold	34	–	–	﹤0.01%	757
2020 Q2	$1K	Hold	34	–	–	﹤0.01%	724
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	686
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	731
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	743
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	722
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	721
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	721
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	768
2018 Q2	$1K	Buy	+34	New	+$966	﹤0.01%	723
2016 Q4	–	Sell	-40	Closed	-$1K	–	1031
2016 Q3	$1K	Buy	+40	New	+$1.15K	﹤0.01%	946
2016 Q2	–	Sell	-136	Closed	-$4K	–	972
2016 Q1	$4K	Hold	136	–	–	﹤0.01%	701
2015 Q4	$4K	Hold	136	–	–	﹤0.01%	660
2015 Q3	$4K	Hold	136	–	–	﹤0.01%	659
2015 Q2	$4K	Hold	136	–	–	﹤0.01%	686
2015 Q1	$4K	Hold	136	–	–	﹤0.01%	637
2014 Q4	$4K	Hold	136	–	–	﹤0.01%	638
2014 Q3	$4K	Hold	136	–	–	﹤0.01%	633
2014 Q2	$4K	Sell	136 -4,556	-97%	-$136K	﹤0.01%	631
2014 Q1	$139K	Buy	4,692 +192	+4%	+$5.62K	0.03%	176
2013 Q4	$130K	Hold	4,500	–	–	0.03%	174
2013 Q3	$131K	Hold	4,500	–	–	0.05%	171
2013 Q2	$127K	Buy	+4,500	New	+$131K	0.04%	193

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 $424B AUM 22.94% 1-Year Est. Return

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

Howe & Rusling's BWX Position: Q1 2026 in Review

Howe & Rusling held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2026 at 3,683 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #337.

Howe & Rusling first reported a position in BWX in Q2 2013 and has held it in 31 quarters since. The position peaked at $139K in Q1 2014. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Howe & Rusling held 3,683 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $80.8K as of Q1 2026.
Howe & Rusling left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #337 holding.
Howe & Rusling first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and has held it in 31 quarters since.
Howe & Rusling's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $139K in Q1 2014.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.