Root Financial Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Root Financial Partners’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	–	Sell	-74	Closed	-$1.62K	–	834
2026 Q1	$1.62K	Buy	+74	New	+$1.67K	﹤0.01%	2408

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

Root Financial Partners's BWX Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2026, closing a stake of 74 shares — an estimated $1.62K sold.

Root Financial Partners first reported a position in BWX in Q1 2026 and held it in 1 quarter. The position peaked at $1.62K in Q1 2026. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 74 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $1.62K.
Root Financial Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.62K in Q1 2026.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.