RWA Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

RWA Wealth 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
2025 Q3	–	Sell	-181,952	Closed	-$4.27M	–	612
2025 Q2	$4.27M	Sell	181,952 -283,936	-61%	-$6.49M	0.05%	168
2025 Q1	$10.2M	Buy	+465,888	New	+$10.1M	0.13%	101
2024 Q4	–	Sell	-510,777	Closed	-$11.9M	–	560
2024 Q3	$11.9M	Buy	+510,777	New	+$11.5M	0.15%	88
2024 Q1	–	Sell	-508,087	Closed	-$11.8M	–	538
2023 Q4	$11.8M	Buy	+508,087	New	+$11.1M	0.17%	86
2018 Q3	–	Sell	-394,195	Closed	-$10.9M	–	298
2018 Q2	$10.9M	Buy	394,195 +203,911	+107%	+$5.79M	1.22%	18
2018 Q1	$5.62M	Buy	190,284 +165,378	+664%	+$4.81M	0.72%	30
2017 Q4	$708K	Sell	24,906 -244	-1%	-$6.86K	0.08%	139
2017 Q3	$706K	Buy	+25,150	New	+$711K	0.08%	134

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWA Wealth Partners's BWX Position: Q3 2025 in Review

RWA Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2025, closing a stake of 181,952 shares — an estimated $4.27M sold.

RWA Wealth Partners first reported a position in BWX in Q3 2017 and held it in 8 quarters. The position peaked at $11.9M in Q3 2024. 150 funds tracked by Wall St. Rank hold BWX as of Q3 2025.

RWA Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
RWA Wealth Partners sold 181,952 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2025, an estimated $4.27M.
RWA Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2017 and held it in 8 quarters.
RWA Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $11.9M in Q3 2024.
150 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2025.

Based on RWA Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.