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

Physician Wealth 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	$1.03K	Hold	47	–	–	﹤0.01%	1666
2025 Q4	$1.06K	Hold	47	–	–	﹤0.01%	1595
2025 Q3	$1.08K	Hold	47	–	–	﹤0.01%	1529
2025 Q2	$1.1K	Hold	47	–	–	﹤0.01%	1346
2025 Q1	$1.03K	Sell	47 -1,152	-96%	-$24.9K	﹤0.01%	1033
2024 Q4	$25.6K	Buy	+1,199	New	+$26.5K	﹤0.01%	457

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

Physician Wealth Advisors's BWX Position: Q1 2026 in Review

Physician Wealth Advisors held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2026 at 47 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Physician Wealth Advisors first reported a position in BWX in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.6K in Q4 2024. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Physician Wealth Advisors held 47 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.03K as of Q1 2026.
Physician Wealth Advisors left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1666 holding.
Physician Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $25.6K in Q4 2024.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.