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Proactive Wealth Strategies’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Proactive Wealth Strategies’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 		$371K Buy
17,115
+104
+0.6% +$2.29K 0.06% 168
2026
Q1 		$373K Buy
+17,011
New +$383K 0.07% 163
2025
Q3 		– Sell
-8,571
Closed -$201K – 143
2025
Q2 		$201K Buy
+8,571
New +$196K 0.09% 135

Other funds holding BWX

CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Proactive Wealth Strategies's BWX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.61% in Q2 2026, buying an estimated $2.29K and bringing the position to 17,115 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #168.

Proactive Wealth Strategies first reported a position in BWX in Q2 2025 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 89 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Proactive Wealth Strategies held 17,115 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $371K as of Q2 2026.
  • Proactive Wealth Strategies bought 104 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $2.29K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #168 holding.
  • Proactive Wealth Strategies first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $373K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.