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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
Q3 		– Sell
-35,211
Closed -$763K – 366
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's BWX Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2026, closing a stake of 35,211 shares — an estimated $763K sold.

Legacy Wealth Asset Management first reported a position in BWX in Q4 2020 and held it in 23 quarters. The position peaked at $842K in Q4 2021. 8 funds tracked by Wall St. Rank hold BWX as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 35,211 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2026, an estimated $763K.
  • Legacy Wealth Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and held it in 23 quarters.
  • Legacy Wealth Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $842K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.