SIS
BWX icon

Sound Income Strategies’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sound Income Strategies’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
-202
Closed -$4.44K – 753
2026
Q1 		$4.44K Sell
202
-1,282
-86% -$28.9K ﹤0.01% 1881
2025
Q4 		$33.2K Buy
+1,484
New +$33.6K ﹤0.01% 948
2025
Q3 		– Sell
-34
Closed -$799 – 1724
2025
Q2 		$799 Buy
+34
New +$777 ﹤0.01% 1407

Other funds holding BWX

CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Sound Income Strategies's BWX Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2026, closing a stake of 202 shares — an estimated $4.44K sold.

Sound Income Strategies first reported a position in BWX in Q2 2025 and held it in 3 quarters. The position peaked at $33.2K in Q4 2025. 66 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 202 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $4.44K.
  • Sound Income Strategies first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Sound Income Strategies's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $33.2K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.