Upper Left Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Upper Left 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 Q2	$6.65M	Sell	306,718 -5,778	-2%	-$127K	3.68%	6
2026 Q1	$6.86M	Buy	312,496 +45,670	+17%	+$1.03M	4.05%	5
2025 Q4	$6.01M	Buy	266,826 +27,620	+12%	+$625K	3.66%	6
2025 Q3	$5.5M	Buy	239,206 +12,828	+6%	+$295K	3.45%	8
2025 Q2	$5.32M	Sell	226,378 -1,679	-0.7%	-$38.4K	3.55%	6
2025 Q1	$4.99M	Buy	228,057 +94,759	+71%	+$2.05M	3.57%	6
2024 Q4	$2.85M	Buy	133,298 +4,424	+3%	+$97.6K	2.44%	15
2024 Q3	$2.95M	Sell	128,874 -32,432	-20%	-$732K	2.58%	14
2024 Q2	$3.46M	Sell	161,306 -6,804	-4%	-$148K	3.12%	15
2024 Q1	$3.74M	Buy	168,110 +81,563	+94%	+$1.83M	3.47%	12
2023 Q4	$2.01M	Sell	86,547 -3,048	-3%	-$66.5K	1.97%	18
2023 Q3	$1.9M	Buy	89,595 +3,099	+4%	+$68.7K	1.98%	18
2023 Q2	$1.95M	Sell	86,496 -1,128	-1%	-$25.7K	2.17%	19
2023 Q1	$2.03M	Sell	87,624 -2,822	-3%	-$64.4K	2.3%	19
2022 Q4	$2.03M	Buy	90,446 +81,398	+900%	+$1.77M	2.4%	19
2022 Q3	$227K	Sell	9,048 -614	-6%	-$13.9K	0.3%	49
2022 Q2	$260K	Sell	9,662 -806	-8%	-$19.4K	0.3%	47
2022 Q1	$304K	Sell	10,468 -139,538	-93%	-$3.79M	0.32%	47
2021 Q4	$4.24M	Buy	+150,006	New	+$4.27M	4.23%	12

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

Upper Left Wealth Management's BWX Position: Q2 2026 in Review

Upper Left Wealth Management reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 1.8% in Q2 2026, selling an estimated $127K and leaving 306,718 shares worth $6.65M. The position accounts for 3.68% of the portfolio, ranked #6.

Upper Left Wealth Management first reported a position in BWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.86M in Q1 2026. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Upper Left Wealth Management held 306,718 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $6.65M as of Q2 2026.
Upper Left Wealth Management sold 5,778 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $127K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 3.68% of Upper Left Wealth Management's portfolio in Q2 2026, its #6 holding.
Upper Left Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Upper Left Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6.86M in Q1 2026.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.