Prosperity Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Prosperity Financial Group’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
2025 Q4	–	Sell	-9,426	Closed	-$217K	–	187
2025 Q3	$217K	Sell	9,426 -85	-0.9%	-$1.96K	0.08%	158
2025 Q2	$223K	Buy	+9,511	New	+$217K	0.09%	149
2024 Q4	–	Sell	-8,980	Closed	-$210K	–	177
2024 Q3	$210K	Buy	+8,980	New	+$203K	0.12%	140

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

GAM

Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prosperity Financial Group's BWX Position: Q4 2025 in Review

Prosperity Financial Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2025, closing a stake of 9,426 shares — an estimated $217K sold.

Prosperity Financial Group first reported a position in BWX in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 163 funds tracked by Wall St. Rank hold BWX as of Q4 2025.

Prosperity Financial Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Financial Group sold 9,426 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2025, an estimated $217K.
Prosperity Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
Prosperity Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $223K in Q2 2025.
163 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.