Spartan Planning & Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Spartan Planning & Wealth 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	–	Sell	-50,293	Closed	-$1.13M	–	74
2025 Q4	$1.13M	Sell	50,293 -143,716	-74%	-$3.25M	0.84%	23
2025 Q3	$4.46M	Buy	194,009 +17,016	+10%	+$391K	3.48%	8
2025 Q2	$4.16M	Buy	176,993 +69,486	+65%	+$1.59M	3.56%	9
2025 Q1	$2.35M	Buy	107,507 +64,528	+150%	+$1.39M	2.28%	15
2024 Q4	$919K	Buy	+42,979	New	+$949K	0.84%	27
2023 Q4	$2.61M	Buy	112,565 +70,033	+165%	+$1.53M	2.78%	12
2023 Q3	$903K	Buy	+42,532	New	+$942K	1.06%	19
2022 Q4	$3.19M	Buy	+142,349	New	+$3.09M	3.98%	5

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

Spartan Planning & Wealth Management's BWX Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 50,293 shares — an estimated $1.13M sold.

Spartan Planning & Wealth Management first reported a position in BWX in Q4 2022 and held it in 8 quarters. The position peaked at $4.46M in Q3 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 50,293 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $1.13M.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Spartan Planning & Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.46M in Q3 2025.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.