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

Tennessee Valley Asset Management 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
2026 Q1	$862K	Buy	39,272 +5,760	+17%	+$130K	0.11%	91
2025 Q4	$755K	Buy	33,512 +8,822	+36%	+$200K	0.1%	94
2025 Q3	$568K	Buy	24,690 +8,574	+53%	+$197K	0.08%	103
2025 Q2	$379K	Buy	16,116 +1,849	+13%	+$42.2K	0.1%	58
2025 Q1	$312K	Buy	14,267 +1,069	+8%	+$23.1K	0.05%	130
2024 Q4	$282K	Buy	13,198 +1,052	+9%	+$23.2K	0.05%	128
2024 Q3	$284K	Buy	12,146 +2,789	+30%	+$63K	0.05%	136
2024 Q2	$201K	Sell	9,357 -240	-3%	-$5.22K	0.04%	149
2024 Q1	$213K	Sell	9,597 -12,503	-57%	-$280K	0.05%	123
2023 Q4	$512K	Buy	+22,100	New	+$482K	0.07%	108

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 $424B AUM 22.94% 1-Year Est. Return

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

Tennessee Valley Asset Management Partners's BWX Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 17% in Q1 2026, buying an estimated $130K and bringing the position to 39,272 shares worth $862K. The position accounts for 0.11% of the portfolio, ranked #91.

Tennessee Valley Asset Management Partners first reported a position in BWX in Q4 2023 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Tennessee Valley Asset Management Partners held 39,272 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $862K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 5,760 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $130K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.11% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #91 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
160 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.