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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
Q3 		$207K Sell
9,755
-359
-4% -$7.78K 0.06% 205
2026
Q2 		$219K Sell
10,114
-245
-2% -$5.4K 0.07% 203
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Realta Investment Advisors's BWX Position: Q3 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 3.5% in Q3 2026, selling an estimated $7.78K and leaving 9,755 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #205.

Realta Investment Advisors first reported a position in BWX in Q1 2019 and has held it in 18 quarters since. The position peaked at $287K in Q2 2025. 18 funds tracked by Wall St. Rank hold BWX as of Q3 2026.

  • Realta Investment Advisors held 9,755 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $207K as of Q3 2026.
  • Realta Investment Advisors sold 359 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2026, an estimated $7.78K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.06% of Realta Investment Advisors's portfolio in Q3 2026, its #205 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 18 quarters since.
  • Realta Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $287K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.