Principal Securities’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Principal Securities’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	$663K	Buy	30,565 +3,541	+13%	+$78K	0.01%	954
2026 Q1	$593K	Buy	27,024 +6,040	+29%	+$136K	0.01%	909
2025 Q4	$473K	Buy	20,984 +607	+3%	+$13.7K	0.01%	960
2025 Q3	$469K	Sell	20,377 -49	-0.2%	-$1.13K	0.01%	934
2025 Q2	$480K	Buy	20,426 +6,452	+46%	+$147K	0.01%	872
2025 Q1	$299K	Buy	13,974 +364	+3%	+$7.87K	0.01%	971
2024 Q4	$291K	Buy	13,610 +2,275	+20%	+$50.2K	0.01%	987
2024 Q3	$265K	Buy	11,335 +626	+6%	+$14.1K	0.01%	992
2024 Q2	$229K	Sell	10,709 -207	-2%	-$4.5K	0.01%	991
2024 Q1	$243K	Buy	10,916 +1,598	+17%	+$35.8K	0.01%	940
2023 Q4	$216K	Buy	+9,318	New	+$203K	0.01%	911

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities's BWX Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 13% in Q2 2026, buying an estimated $78K and bringing the position to 30,565 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #954.

Principal Securities first reported a position in BWX in Q4 2023 and has held it in 11 quarters since. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Principal Securities held 30,565 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $663K as of Q2 2026.
Principal Securities bought 3,541 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $78K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #954 holding.
Principal Securities first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.