Risk Paradigm Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Risk Paradigm 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
2026 Q2	$251K	Sell	11,569 -156	-1%	-$3.44K	0.2%	56
2026 Q1	$257K	Sell	11,725 -103	-0.9%	-$2.32K	0.22%	58
2025 Q4	$266K	Buy	+11,828	New	+$268K	0.26%	51
2018 Q2	–	Sell	-2,596	Closed	-$76.6K	–	109
2018 Q1	$76.6K	Hold	2,596	–	–	0.1%	128
2017 Q4	$73.8K	Sell	2,596 -1,100	-30%	-$30.9K	0.08%	136
2017 Q3	$104K	Sell	3,696 -124	-3%	-$3.51K	0.13%	108
2017 Q2	$106K	Sell	3,820 -102	-3%	-$2.78K	0.12%	114
2017 Q1	$104K	Hold	3,922	–	–	0.12%	102
2016 Q4	$102K	Sell	3,922 -3,104	-44%	-$83.6K	0.11%	124
2016 Q3	$203K	Sell	7,026 -21,070	-75%	-$605K	0.15%	103
2016 Q2	$803K	Sell	28,096 -15,354	-35%	-$431K	1.09%	39
2016 Q1	$1.21M	Sell	43,450 -30,424	-41%	-$809K	1.54%	30
2015 Q4	$1.91M	Sell	73,874 -64,438	-47%	-$1.67M	2.25%	9
2015 Q3	$3.6M	Buy	138,312 +136,972	+10,222%	+$3.56M	7.43%	3
2015 Q2	$34.9K	Buy	+1,340	New	+$35.5K	0.03%	134

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

Risk Paradigm Group's BWX Position: Q2 2026 in Review

Risk Paradigm Group reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 1.3% in Q2 2026, selling an estimated $3.44K and leaving 11,569 shares worth $251K. The position accounts for 0.2% of the portfolio, ranked #56.

Risk Paradigm Group first reported a position in BWX in Q2 2015 and has held it in 15 quarters since. The position peaked at $3.6M in Q3 2015. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Risk Paradigm Group held 11,569 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $251K as of Q2 2026.
Risk Paradigm Group sold 156 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $3.44K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.2% of Risk Paradigm Group's portfolio in Q2 2026, its #56 holding.
Risk Paradigm Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2015 and has held it in 15 quarters since.
Risk Paradigm Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.6M in Q3 2015.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.