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

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return