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Keener Financial Planning’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Keener Financial Planning’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
Q3 		– Sell
-1,162
Closed -$27K – 209
2025
Q2 		$27K Buy
+1,162
New +$26.5K 0.01% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keener Financial Planning's BWX Position: Q3 2025 in Review

Keener Financial Planning sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2025, closing a stake of 1,162 shares — an estimated $27K sold.

Keener Financial Planning first reported a position in BWX in Q2 2025 and held it in 1 quarter. The position peaked at $27K in Q2 2025. 150 funds tracked by Wall St. Rank hold BWX as of Q3 2025.

  • Keener Financial Planning reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1,162 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2025, an estimated $27K.
  • Keener Financial Planning first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Keener Financial Planning's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $27K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2025.

Based on Keener Financial Planning's 13F filing for Q3 2025, filed 7 Nov 2025.