Richardson Financial Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Richardson Financial Services’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	$37.9K	Buy	1,749 +24	+1%	+$529	0.02%	351
2026 Q1	$37.9K	Sell	1,725 -310	-15%	-$6.98K	0.02%	336
2025 Q4	$45.9K	Buy	2,035 +1,035	+104%	+$23.4K	0.01%	308
2025 Q3	$23K	Buy	1,000 +11	+1%	+$253	0.01%	360
2025 Q2	$23.2K	Sell	989 -401	-29%	-$9.16K	0.02%	326
2025 Q1	$30.4K	Sell	1,390 -40	-3%	-$865	0.02%	287
2024 Q4	$30.7K	Sell	1,430 -116	-8%	-$2.56K	0.02%	296
2024 Q3	$33.1K	Hold	1,546	–	–	0.02%	298
2024 Q2	$33.1K	Sell	1,546 -40	-3%	-$869	0.02%	284
2024 Q1	$35.3K	Buy	1,586 +109	+7%	+$2.44K	0.02%	276
2023 Q4	$34.2K	Buy	+1,477	New	+$32.2K	0.03%	241

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Richardson Financial Services's BWX Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 1.4% in Q2 2026, buying an estimated $529 and bringing the position to 1,749 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #351.

Richardson Financial Services first reported a position in BWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.9K in Q4 2025. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Richardson Financial Services held 1,749 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $37.9K as of Q2 2026.
Richardson Financial Services bought 24 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $529.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #351 holding.
Richardson Financial Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $45.9K in Q4 2025.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.