Visionary Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Visionary Wealth Advisors’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
2025 Q2	–	Sell	-43,037	Closed	-$941K	–	574
2025 Q1	$941K	Buy	43,037 +17,789	+70%	+$384K	0.06%	268
2024 Q4	$540K	Buy	+25,248	New	+$557K	0.03%	339

Other funds holding BWX

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visionary Wealth Advisors's BWX Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2025, closing a stake of 43,037 shares — an estimated $941K sold.

Visionary Wealth Advisors first reported a position in BWX in Q4 2024 and held it in 2 quarters. The position peaked at $941K in Q1 2025. 152 funds tracked by Wall St. Rank hold BWX as of Q2 2025.

Visionary Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 43,037 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2025, an estimated $941K.
Visionary Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
Visionary Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $941K in Q1 2025.
152 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.