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Realta Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Realta Investment Advisors’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 		$227K Sell
10,359
-606
-6% -$13.6K 0.08% 188
2025
Q4 		$247K Buy
10,965
+274
+3% +$6.2K 0.08% 180
2025
Q3 		$246K Sell
10,691
-1,516
-12% -$34.9K 0.08% 168
2025
Q2 		$287K Buy
12,207
+296
+2% +$6.76K 0.11% 148
2025
Q1 		$260K Buy
11,911
+4,581
+62% +$99K 0.12% 151
2024
Q4 		$156K Buy
7,330
+7,300
+24,333% +$161K 0.06% 200
2024
Q3 		$676 Sell
30
-277
-90% -$6.26K ﹤0.01% 349
2024
Q2 		$6.57K Hold
307
– – ﹤0.01% 702
2024
Q1 		$6.82K Buy
+307
New +$6.87K ﹤0.01% 725
2023
Q4 		– Sell
-747
Closed -$16.8K – 477
2023
Q3 		$16.8K Hold
747
– – ﹤0.01% 633
2023
Q2 		$16.8K Buy
+747
New +$17K ﹤0.01% 678
2023
Q1 		– Sell
-622
Closed -$14K – 466
2022
Q4 		$14K Sell
622
-132
-18% -$2.87K ﹤0.01% 684
2022
Q3 		$16K Buy
+754
New +$17K ﹤0.01% 641
2019
Q4 		– Sell
-694
Closed -$20K – 1596
2019
Q3 		$20K Sell
694
-132
-16% -$3.81K 0.01% 918
2019
Q2 		$24K Hold
826
– – 0.01% 865
2019
Q1 		$24K Buy
+826
New +$22.9K 0.01% 707

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Realta Investment Advisors's BWX Position: Q1 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 5.5% in Q1 2026, selling an estimated $13.6K and leaving 10,359 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #188.

Realta Investment Advisors first reported a position in BWX in Q1 2019 and has held it in 16 quarters since. The position peaked at $287K in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

  • Realta Investment Advisors held 10,359 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $227K as of Q1 2026.
  • Realta Investment Advisors sold 606 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $13.6K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.08% of Realta Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • Realta Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $287K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.