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RFWA
RPg Family Wealth Advisory’s
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
Stock Holding History
RPg Family Wealth Advisory’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
$269K
Sell
12,257
-308
-2%
-$6.93K
0.06%
131
2025
Q4
$283K
Sell
12,565
-1,158
-8%
-$26.2K
0.06%
113
2025
Q3
$316K
Sell
13,723
-563
-4%
-$13K
0.07%
111
2025
Q2
$336K
Sell
14,286
-335,877
-96%
-$7.67M
0.09%
92
2025
Q1
$7.65M
Buy
350,163
+6,447
+2%
+$139K
2.18%
16
2024
Q4
$7.35M
Sell
343,716
-10,354
-3%
-$229K
2.6%
13
2024
Q3
$8.27M
Buy
354,070
+339,377
+2,310%
+$7.66M
2.67%
11
2024
Q2
$315K
Buy
14,693
+2,694
+22%
+$58.5K
0.1%
98
2024
Q1
$267K
Buy
+11,999
New
+$269K
0.08%
111
2016
Q1
–
Sell
-1,190
Closed
-$30.7K
–
258
2015
Q4
$30.7K
Buy
+1,190
New
+$30.9K
0.03%
121
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
$93.1B 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
$1.46B 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
LG
Leuthold Group
Minneapolis, Minnesota
$939M AUM
37.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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