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United Financial Planning Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

United Financial Planning Group’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 		$29.8K Buy
1,373
+8
+0.6% +$176 0.02% 135
2026
Q1 		$30K Sell
1,365
-1,677
-55% -$37.8K 0.02% 111
2025
Q4 		$68.5K Buy
+3,042
New +$68.9K 0.04% 79

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jane Street
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Financial Planning Group's BWX Position: Q2 2026 in Review

United Financial Planning Group increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.59% in Q2 2026, buying an estimated $176 and bringing the position to 1,373 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #135.

United Financial Planning Group first reported a position in BWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.5K in Q4 2025. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • United Financial Planning Group held 1,373 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $29.8K as of Q2 2026.
  • United Financial Planning Group bought 8 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $176.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #135 holding.
  • United Financial Planning Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $68.5K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.