Net Worth Advisory Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Net Worth Advisory 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 Q2	$8.33M	Sell	384,335 -7,067	-2%	-$156K	2.1%	6
2026 Q1	$8.59M	Buy	391,402 +10,786	+3%	+$243K	1.78%	13
2025 Q4	$8.58M	Buy	380,616 +45,404	+14%	+$1.03M	1.73%	13
2025 Q3	$7.71M	Sell	335,212 -42,541	-11%	-$979K	2.23%	9
2025 Q2	$8.87M	Buy	377,753 +21,020	+6%	+$480K	1.97%	12
2025 Q1	$7.8M	Buy	356,733 +8,503	+2%	+$184K	2.45%	10
2024 Q4	$7.45M	Sell	348,230 -13,773	-4%	-$304K	2.26%	9
2024 Q3	$8.46M	Buy	+362,003	New	+$8.18M	2.51%	9

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Net Worth Advisory Group's BWX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 1.8% in Q2 2026, selling an estimated $156K and leaving 384,335 shares worth $8.33M. The position accounts for 2.1% of the portfolio, ranked #6.

Net Worth Advisory Group first reported a position in BWX in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.87M in Q2 2025. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Net Worth Advisory Group held 384,335 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $8.33M as of Q2 2026.
Net Worth Advisory Group sold 7,067 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 2.1% of Net Worth Advisory Group's portfolio in Q2 2026, its #6 holding.
Net Worth Advisory Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8.87M in Q2 2025.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.