Kestra Advisory Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Kestra Advisory Services’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	$435K	Sell	19,822 -1,350	-6%	-$30.4K	﹤0.01%	2330
2025 Q4	$477K	Sell	21,172 -2,136	-9%	-$48.4K	﹤0.01%	2184
2025 Q3	$536K	Sell	23,308 -6,734	-22%	-$155K	﹤0.01%	2012
2025 Q2	$706K	Buy	30,042 +2,731	+10%	+$62.4K	﹤0.01%	1723
2025 Q1	$597K	Sell	27,311 -2,142	-7%	-$46.3K	﹤0.01%	1700
2024 Q4	$630K	Sell	29,453 -1,301	-4%	-$28.7K	﹤0.01%	1713
2024 Q3	$718K	Buy	30,754 +106	+0.3%	+$2.39K	﹤0.01%	1530
2024 Q2	$657K	Sell	30,648 -7,113	-19%	-$155K	﹤0.01%	1602
2024 Q1	$840K	Buy	37,761 +14,230	+60%	+$318K	0.01%	1348
2023 Q4	$545K	Sell	23,531 -20,770	-47%	-$453K	﹤0.01%	1478
2023 Q3	$941K	Sell	44,301 -5,985	-12%	-$133K	0.01%	1024
2023 Q2	$1.13M	Sell	50,286 -2,109	-4%	-$48K	0.01%	928
2023 Q1	$1.21M	Buy	52,395 +18,983	+57%	+$433K	0.01%	856
2022 Q4	$749K	Buy	33,412 +5,604	+20%	+$122K	0.01%	1190
2022 Q3	$579K	Buy	27,808 +1,305	+5%	+$29.5K	0.01%	1234
2022 Q2	$614K	Buy	26,503 +7,843	+42%	+$189K	0.01%	1201
2022 Q1	$486K	Sell	18,660 -2,726	-13%	-$74K	0.01%	1317
2021 Q4	$605K	Sell	21,386 -7,143	-25%	-$203K	0.01%	1213
2021 Q3	$820K	Sell	28,529 -278	-1%	-$8.19K	0.01%	1120
2021 Q2	$845K	Sell	28,807 -31,561	-52%	-$938K	0.01%	1024
2021 Q1	$1.76M	Sell	60,368 -3,456	-5%	-$105K	0.02%	643
2020 Q4	$2M	Sell	63,824 -4,147	-6%	-$126K	0.02%	598
2020 Q3	$2.03M	Buy	+67,971	New	+$2.02M	0.04%	430

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

Kestra Advisory Services's BWX Position: Q1 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 6.4% in Q1 2026, selling an estimated $30.4K and leaving 19,822 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Kestra Advisory Services first reported a position in BWX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q3 2020. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Kestra Advisory Services held 19,822 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $435K as of Q1 2026.
Kestra Advisory Services sold 1,350 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $30.4K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2330 holding.
Kestra Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.03M in Q3 2020.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.