Larson Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Larson Financial 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
2026 Q1	$637	Buy	+29	New	+$653	﹤0.01%	3265
2025 Q4	–	Sell	-432	Closed	-$9.94K	–	3490
2025 Q3	$9.94K	Buy	432 +385	+819%	+$8.86K	﹤0.01%	2019
2025 Q2	$1.1K	Buy	+47	New	+$1.07K	﹤0.01%	2621
2024 Q3	–	Sell	-15	Closed	-$321	–	2709
2024 Q2	$321	Hold	15	–	–	﹤0.01%	1947
2024 Q1	$334	Hold	15	–	–	﹤0.01%	1595
2023 Q4	$348	Sell	15 -9	-38%	-$196	﹤0.01%	1605
2023 Q3	$510	Hold	24	–	–	﹤0.01%	1577
2023 Q2	$541	Hold	24	–	–	﹤0.01%	1431
2023 Q1	$555	Buy	24 +4	+20%	+$91	﹤0.01%	1403
2022 Q4	$449	Buy	+20	New	+$435	﹤0.01%	1380

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

Larson Financial Group's BWX Position: Q1 2026 in Review

Larson Financial Group opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026: 29 shares worth $637. The stake represents ﹤0.01% of the portfolio and ranks #3265 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in BWX as recently as Q3 2025.

Larson Financial Group first reported a position in BWX in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.94K in Q3 2025. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Larson Financial Group held 29 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $637 as of Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Larson Financial Group position in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3265 holding.
Larson Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Larson Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $9.94K in Q3 2025.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.