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 Q3	$365K	Buy	17,218 +103	+0.6%	+$2.23K	0.06%	168
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

Cerity Partners OCIO New York $1.89B AUM 17.33% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Proactive Wealth Strategies's BWX Position: Q3 2026 in Review

Proactive Wealth Strategies increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.6% in Q3 2026, buying an estimated $2.23K and bringing the position to 17,218 shares worth $365K. 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 4 quarters since. The position peaked at $373K in Q1 2026. 138 funds tracked by Wall St. Rank hold BWX as of Q3 2026.

Proactive Wealth Strategies held 17,218 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $365K as of Q3 2026.
Proactive Wealth Strategies bought 103 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2026, an estimated $2.23K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.06% of Proactive Wealth Strategies's portfolio in Q3 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 4 quarters since.
Proactive Wealth Strategies's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $373K in Q1 2026.
138 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.