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 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 $1.67B AUM 13.22% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Richardson Financial Services's BWX Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 15% in Q1 2026, selling an estimated $6.98K and leaving 1,725 shares worth $37.9K. The position accounts for 0.02% of the portfolio, ranked #336.

Richardson Financial Services first reported a position in BWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.9K in Q4 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Richardson Financial Services held 1,725 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $37.9K as of Q1 2026.
Richardson Financial Services sold 310 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $6.98K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #336 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 10 quarters since.
Richardson Financial Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $45.9K in Q4 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.