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Investment Advisory Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Investment Advisory Group’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
2025
Q2 		– Sell
-16,068
Closed -$351K – 176
2025
Q1 		$351K Sell
16,068
-96
-0.6% -$2.08K 0.12% 115
2024
Q4 		$346K Buy
16,164
+113
+0.7% +$2.49K 0.12% 114
2024
Q3 		$375K Buy
+16,051
New +$362K 0.13% 113

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Investment Advisory Group's BWX Position: Q2 2025 in Review

Investment Advisory Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2025, closing a stake of 16,068 shares — an estimated $351K sold.

Investment Advisory Group first reported a position in BWX in Q3 2024 and held it in 3 quarters. The position peaked at $375K in Q3 2024. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2025.

  • Investment Advisory Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Investment Advisory Group sold 16,068 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2025, an estimated $351K.
  • Investment Advisory Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
  • Investment Advisory Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $375K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2025.

Based on Investment Advisory Group's 13F filing for Q2 2025, filed 25 Jul 2025.