Summit Financial’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Summit Financial’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	$249K	Sell	11,499 -556	-5%	-$12.2K	﹤0.01%	1414
2026 Q1	$265K	Sell	12,055 -41	-0.3%	-$923	﹤0.01%	1241
2025 Q4	$273K	Buy	12,096 +405	+3%	+$9.17K	﹤0.01%	1115
2025 Q3	$269K	Buy	11,691 +3,128	+37%	+$72K	﹤0.01%	1096
2025 Q2	$201K	Buy	+8,563	New	+$196K	﹤0.01%	785

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's BWX Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 4.6% in Q2 2026, selling an estimated $12.2K and leaving 11,499 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Summit Financial first reported a position in BWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Summit Financial held 11,499 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $249K as of Q2 2026.
Summit Financial sold 556 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1414 holding.
Summit Financial first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Summit Financial's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $273K in Q4 2025.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.