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 Q1	$1.62K	Buy	+74	New	+$1.67K	﹤0.01%	2408

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

Root Financial Partners's BWX Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026: 74 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #2408 among its holdings.

159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Root Financial Partners held 74 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.62K as of Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2408 holding.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.