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 Q3	$8.45M	Buy	401,238 +16,903	+4%	+$366K	2.13%	7
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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Net Worth Advisory Group's BWX Position: Q3 2026 in Review

Net Worth Advisory Group increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.4% in Q3 2026, buying an estimated $366K and bringing the position to 401,238 shares worth $8.45M. The position accounts for 2.13% of the portfolio, ranked #7.

Net Worth Advisory Group first reported a position in BWX in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.87M in Q2 2025. 33 funds tracked by Wall St. Rank hold BWX as of Q3 2026.

Net Worth Advisory Group held 401,238 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $8.45M as of Q3 2026.
Net Worth Advisory Group bought 16,903 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2026, an estimated $366K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 2.13% of Net Worth Advisory Group's portfolio in Q3 2026, its #7 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 9 quarters since.
Net Worth Advisory Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8.87M in Q2 2025.
33 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.