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Legacy Wealth Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Legacy Wealth Asset Management’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 		$763K Buy
35,211
+1,452
+4% +$32K 0.17% 183
2026
Q1 		$741K Buy
33,759
+1,428
+4% +$32.2K 0.18% 187
2025
Q4 		$728K Buy
32,331
+1,800
+6% +$40.7K 0.18% 178
2025
Q3 		$702K Buy
30,531
+887
+3% +$20.4K 0.17% 193
2025
Q2 		$696K Buy
29,644
+74
+0.3% +$1.69K 0.18% 169
2025
Q1 		$646K Buy
29,570
+205
+0.7% +$4.43K 0.18% 185
2024
Q4 		$628K Sell
29,365
-323
-1% -$7.13K 0.17% 188
2024
Q3 		$694K Sell
29,688
-450
-1% -$10.2K 0.19% 172
2024
Q2 		$646K Buy
30,138
+1,593
+6% +$34.6K 0.18% 170
2024
Q1 		$635K Buy
28,545
+918
+3% +$20.5K 0.18% 174
2023
Q4 		$640K Sell
27,627
-544
-2% -$11.9K 0.21% 157
2023
Q3 		$598K Sell
28,171
-1,728
-6% -$38.3K 0.22% 152
2023
Q2 		$674K Buy
29,899
+891
+3% +$20.3K 0.24% 137
2023
Q1 		$671K Sell
29,008
-1,220
-4% -$27.8K 0.24% 139
2022
Q4 		$678K Sell
30,228
-1,153
-4% -$25.1K 0.26% 138
2022
Q3 		$654K Sell
31,381
-149
-0.5% -$3.36K 0.29% 121
2022
Q2 		$730K Sell
31,530
-58
-0.2% -$1.4K 0.3% 133
2022
Q1 		$822K Buy
31,588
+1,807
+6% +$49K 0.29% 138
2021
Q4 		$842K Buy
29,781
+5,826
+24% +$166K 0.29% 142
2021
Q3 		$688K Buy
23,955
+254
+1% +$7.48K 0.31% 133
2021
Q2 		$696K Buy
23,701
+363
+2% +$10.8K 0.31% 132
2021
Q1 		$680K Buy
23,338
+2,368
+11% +$71.8K 0.31% 133
2020
Q4 		$655K Buy
+20,970
New +$639K 0.33% 121

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jane Street
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Wealth Asset Management's BWX Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.3% in Q2 2026, buying an estimated $32K and bringing the position to 35,211 shares worth $763K. The position accounts for 0.17% of the portfolio, ranked #183.

Legacy Wealth Asset Management first reported a position in BWX in Q4 2020 and has held it in 23 quarters since. The position peaked at $842K in Q4 2021. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Legacy Wealth Asset Management held 35,211 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $763K as of Q2 2026.
  • Legacy Wealth Asset Management bought 1,452 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $32K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #183 holding.
  • Legacy Wealth Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $842K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.