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

Napa 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
Q1 		– Sell
-10,526
Closed -$225K – 163
2024
Q4 		$225K Sell
10,526
-13,453
-56% -$297K 0.1% 159
2024
Q3 		$560K Buy
+23,979
New +$542K 0.27% 91

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Morgan Stanley
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CCA
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Creative Planning
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LG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Napa Wealth Management's BWX Position: Q1 2025 in Review

Napa Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 10,526 shares — an estimated $225K sold.

Napa Wealth Management first reported a position in BWX in Q3 2024 and held it in 2 quarters. The position peaked at $560K in Q3 2024. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

  • Napa Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 10,526 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $225K.
  • Napa Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Napa Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $560K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.