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Peak Financial Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Peak Financial Management’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
2025
Q1 		– Sell
-235,931
Closed -$5.05M – 99
2024
Q4 		$5.05M Sell
235,931
-18,073
-7% -$399K 1.51% 23
2024
Q3 		$5.93M Buy
254,004
+1,983
+0.8% +$44.8K 1.74% 21
2024
Q2 		$5.4M Sell
252,021
-11,918
-5% -$259K 1.69% 21
2024
Q1 		$5.87M Sell
263,939
-2,012
-0.8% -$45K 1.86% 21
2023
Q4 		$6.16M Sell
265,951
-11,563
-4% -$252K 2.07% 20
2023
Q3 		$5.89M Buy
277,514
+10,543
+4% +$234K 2.14% 21
2023
Q2 		$6.02M Buy
266,971
+4,967
+2% +$113K 2.14% 19
2023
Q1 		$6.06M Sell
262,004
-269
-0.1% -$6.14K 2.25% 19
2022
Q4 		$5.88M Buy
262,273
+4,981
+2% +$108K 2.31% 19
2022
Q3 		$5.36M Buy
257,292
+5,941
+2% +$134K 2.23% 22
2022
Q2 		$5.82M Buy
251,351
+2,493
+1% +$60.2K 2.24% 21
2022
Q1 		$6.48M Buy
248,858
+14,817
+6% +$402K 2.17% 22
2021
Q4 		$6.62M Buy
234,041
+1,778
+0.8% +$50.6K 2.14% 19
2021
Q3 		$6.67M Buy
232,263
+12,330
+6% +$363K 2.26% 19
2021
Q2 		$6.46M Buy
219,933
+9,674
+5% +$288K 2.19% 20
2021
Q1 		$6.13M Buy
210,259
+6,204
+3% +$188K 2.22% 19
2020
Q4 		$6.37M Buy
204,055
+11,444
+6% +$348K 2.4% 19
2020
Q3 		$5.71M Buy
192,611
+5,462
+3% +$162K 2.47% 17
2020
Q2 		$5.41M Sell
187,149
-5,761
-3% -$162K 2.54% 16
2020
Q1 		$5.36M Buy
192,910
+930
+0.5% +$26.5K 2.74% 14
2019
Q4 		$5.53M Sell
191,980
-645
-0.3% -$18.5K 2.36% 16
2019
Q3 		$5.53M Buy
192,625
+2,988
+2% +$86.2K 2.46% 16
2019
Q2 		$5.48M Buy
189,637
+3,887
+2% +$109K 2.46% 16
2019
Q1 		$5.18M Sell
185,750
-12,910
-6% -$358K 2.38% 19
2018
Q4 		$5.49M Sell
198,660
-1,047
-0.5% -$28.4K 2.7% 17
2018
Q3 		$5.47M Buy
+199,707
New +$5.52M 2.46% 19

Other funds holding BWX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Peak Financial Management's BWX Position: Q1 2025 in Review

Peak Financial Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2025, closing a stake of 235,931 shares — an estimated $5.05M sold.

Peak Financial Management first reported a position in BWX in Q3 2018 and held it in 26 quarters. The position peaked at $6.67M in Q3 2021. 127 funds tracked by Wall St. Rank hold BWX as of Q1 2025.

  • Peak Financial Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Management sold 235,931 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2025, an estimated $5.05M.
  • Peak Financial Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2018 and held it in 26 quarters.
  • Peak Financial Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6.67M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2025.

Based on Peak Financial Management's 13F filing for Q1 2025, filed 13 May 2025.