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 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 $1.67B 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

Principal Securities's BWX Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 29% in Q1 2026, buying an estimated $136K and bringing the position to 27,024 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #909.

Principal Securities first reported a position in BWX in Q4 2023 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Principal Securities held 27,024 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $593K as of Q1 2026.
Principal Securities bought 6,040 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $136K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #909 holding.
Principal Securities first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.