Satovsky Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Satovsky Asset Management’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	$430K	Buy	19,579 +69	+0.4%	+$1.55K	0.08%	39
2025 Q4	$440K	Buy	19,510 +152	+0.8%	+$3.44K	0.09%	34
2025 Q3	$445K	Buy	19,358 +108	+0.6%	+$2.48K	0.09%	29
2025 Q2	$452K	Buy	+19,250	New	+$440K	0.1%	28

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

Satovsky Asset Management's BWX Position: Q1 2026 in Review

Satovsky Asset Management increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.35% in Q1 2026, buying an estimated $1.55K and bringing the position to 19,579 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #39.

Satovsky Asset Management first reported a position in BWX in Q2 2025 and has held it in 4 quarters since. The position peaked at $452K in Q2 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Satovsky Asset Management held 19,579 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $430K as of Q1 2026.
Satovsky Asset Management bought 69 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $1.55K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.08% of Satovsky Asset Management's portfolio in Q1 2026, its #39 holding.
Satovsky Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Satovsky Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $452K in Q2 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.