IFP Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

IFP Advisors’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	$564	Hold	26	–	–	﹤0.01%	4655
2026 Q1	$571	Sell	26 -61	-70%	-$1.37K	﹤0.01%	4386
2025 Q4	$1.96K	Buy	87 +30	+53%	+$679	﹤0.01%	3848
2025 Q3	$1.31K	Hold	57	–	–	﹤0.01%	3843
2025 Q2	$1.35K	Hold	57	–	–	﹤0.01%	4084
2025 Q1	$1.25K	Hold	57	–	–	﹤0.01%	3287
2024 Q4	$1.22K	Hold	57	–	–	﹤0.01%	3240
2024 Q3	$1.33K	Hold	57	–	–	﹤0.01%	3030
2024 Q2	$1.21K	Buy	57 +31	+119%	+$674	﹤0.01%	2949
2024 Q1	$578	Sell	26 -208	-89%	-$4.66K	﹤0.01%	2958
2023 Q4	$5.42K	Buy	234 +208	+800%	+$4.54K	﹤0.01%	2398
2023 Q3	$552	Sell	26 -209	-89%	-$4.63K	﹤0.01%	3093
2023 Q2	$5.3K	Buy	235 +209	+804%	+$4.76K	﹤0.01%	2523
2023 Q1	$1.34K	Sell	26 -3,331	-99%	-$76K	﹤0.01%	3021
2022 Q4	$172K	Sell	3,357 -55	-2%	-$1.2K	﹤0.01%	1430
2022 Q3	$175K	Hold	3,412	–	–	﹤0.01%	1488
2022 Q2	$175K	Hold	3,412	–	–	0.01%	1344
2022 Q1	$175K	Buy	3,412 +3,324	+3,777%	+$90.2K	0.01%	1344
2021 Q4	$3K	Buy	88 +62	+238%	+$1.76K	﹤0.01%	2647
2021 Q3	$1K	Sell	26 -212	-89%	-$6.24K	﹤0.01%	2986
2021 Q2	$7K	Sell	238 -110	-32%	-$3.27K	﹤0.01%	2334
2021 Q1	$10K	Sell	348 -41	-11%	-$1.24K	﹤0.01%	2134
2020 Q4	$12K	Hold	389	–	–	﹤0.01%	1980
2020 Q3	$12K	Buy	389 +1	+0.3%	+$30	﹤0.01%	1828
2020 Q2	$11K	Sell	388 -48	-11%	-$1.35K	﹤0.01%	1775
2020 Q1	$12K	Hold	436	–	–	﹤0.01%	1687
2019 Q4	$12K	Sell	436 -132	-23%	-$3.78K	﹤0.01%	1831
2019 Q3	$16K	Buy	+568	New	+$16.4K	﹤0.01%	1856
2019 Q1	$130K	Sell	4,678 -13,911	-75%	-$386K	0.02%	599
2018 Q4	$512K	Sell	18,589 -80,824	-81%	-$2.19M	0.03%	547
2018 Q3	$2.72M	Sell	99,413 -880	-0.9%	-$24.3K	0.11%	202
2018 Q2	$2.78M	Buy	100,293 +5,550	+6%	+$158K	0.12%	198
2018 Q1	$2.69M	Hold	94,743	–	–	0.12%	193
2017 Q4	$2.69M	Sell	94,743 -2,077	-2%	-$58.4K	0.12%	194
2017 Q3	$2.72M	Sell	96,820 -40,412	-29%	-$1.14M	0.11%	205
2017 Q2	$3.79M	Buy	137,232 +94,456	+221%	+$2.57M	0.16%	135
2017 Q1	$1.14M	Sell	42,776 -21,302	-33%	-$559K	0.05%	392
2016 Q4	$1.67M	Sell	64,078 -32,399	-34%	-$872K	0.08%	272
2016 Q3	$2.78M	Buy	96,477 +25,041	+35%	+$719K	0.14%	156
2016 Q2	$2.04M	Buy	71,436 +62,080	+664%	+$1.74M	0.11%	206
2016 Q1	$130K	Sell	9,356 -26,136	-74%	-$695K	0.02%	599
2015 Q4	$916K	Buy	+35,492	New	+$921K	0.06%	330

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

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 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

IFP Advisors's BWX Position: Q2 2026 in Review

IFP Advisors held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2026 at 26 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #4655.

IFP Advisors first reported a position in BWX in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.79M in Q2 2017. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

IFP Advisors held 26 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $564 as of Q2 2026.
IFP Advisors left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4655 holding.
IFP Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.79M in Q2 2017.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.