NewEdge Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

NewEdge Advisors’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 Q1	$15.5K	Buy	705 +2	+0.3%	+$45	﹤0.01%	3273
2025 Q4	$15.8K	Sell	703 -50,067	-99%	-$1.13M	﹤0.01%	3322
2025 Q3	$1.17M	Sell	50,770 -1,759	-3%	-$40.5K	0.01%	1312
2025 Q2	$1.23M	Buy	52,529 +52,035	+10,533%	+$1.19M	0.01%	1176
2025 Q1	$10.8K	Sell	494 -60	-11%	-$1.3K	﹤0.01%	3071
2024 Q4	$11.8K	Hold	554	–	–	﹤0.01%	2982
2024 Q3	$12.9K	Hold	554	–	–	﹤0.01%	2863
2024 Q2	$11.9K	Hold	554	–	–	﹤0.01%	2794
2024 Q1	$12.3K	Sell	554 -2,908	-84%	-$65.1K	﹤0.01%	2802
2023 Q4	$80.3K	Buy	3,462 +2,714	+363%	+$59.2K	﹤0.01%	2033
2023 Q3	$15.9K	Sell	748 -24	-3%	-$532	﹤0.01%	2436
2023 Q2	$17.4K	Hold	772	–	–	﹤0.01%	2416
2023 Q1	$17.8K	Sell	772 -48	-6%	-$1.09K	﹤0.01%	2378
2022 Q4	$1.09K	Buy	+820	New	+$17.8K	﹤0.01%	3011
2017 Q3	–	Sell	-1,950	Closed	-$53.3K	–	462
2017 Q2	$53.3K	Buy	+1,950	New	+$53.1K	0.01%	522

Other funds holding BWX

CPO

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CCA

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

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

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

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

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

NewEdge Advisors's BWX Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.28% in Q1 2026, buying an estimated $45 and bringing the position to 705 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

NewEdge Advisors first reported a position in BWX in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.23M in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

NewEdge Advisors held 705 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $15.5K as of Q1 2026.
NewEdge Advisors bought 2 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $45.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3273 holding.
NewEdge Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and has held it in 15 quarters since.
NewEdge Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.23M in Q2 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.