NewSquare Capital’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

NewSquare Capital’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	$4.81M	Buy	218,975 +11,758	+6%	+$265K	0.42%	82
2025 Q4	$4.67M	Sell	207,217 -17,098	-8%	-$387K	0.41%	74
2025 Q3	$5.16M	Buy	+224,315	New	+$5.16M	0.35%	88
2017 Q1	–	Sell	-1,690	Closed	-$44K	–	322
2016 Q4	$44K	Sell	1,690 -104,545	-98%	-$2.82M	0.01%	150
2016 Q3	$3.06M	Sell	106,235 -899,995	-89%	-$25.8M	0.7%	30
2016 Q2	$28.8M	Buy	+1,006,230	New	+$28.2M	6.84%	2

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

NewSquare Capital's BWX Position: Q1 2026 in Review

NewSquare Capital increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 5.7% in Q1 2026, buying an estimated $265K and bringing the position to 218,975 shares worth $4.81M. The position accounts for 0.42% of the portfolio, ranked #82.

NewSquare Capital first reported a position in BWX in Q2 2016 and has held it in 6 quarters since. The position peaked at $28.8M in Q2 2016. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

NewSquare Capital held 218,975 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $4.81M as of Q1 2026.
NewSquare Capital bought 11,758 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $265K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.42% of NewSquare Capital's portfolio in Q1 2026, its #82 holding.
NewSquare Capital first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2016 and has held it in 6 quarters since.
NewSquare Capital's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $28.8M in Q2 2016.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.