Lord & Richards Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Lord & Richards Wealth 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
2025 Q2	–	Sell	-289	Closed	-$6.32K	–	66
2025 Q1	$6.32K	Buy	+289	New	+$6.25K	0.01%	123

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lord & Richards Wealth Management's BWX Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2025, closing a stake of 289 shares — an estimated $6.32K sold.

Lord & Richards Wealth Management first reported a position in BWX in Q1 2025 and held it in 1 quarter. The position peaked at $6.32K in Q1 2025. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2025.

Lord & Richards Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 289 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2025, an estimated $6.32K.
Lord & Richards Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6.32K in Q1 2025.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.