Vontobel Holding
BWX icon

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

Vontobel Holding’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 		$675K Buy
31,145
+3,711
+14% +$81.8K ﹤0.01% 955
2026
Q1 		$602K Buy
27,434
+8,496
+45% +$191K ﹤0.01% 787
2025
Q4 		$427K Buy
18,938
+34
+0.2% +$770 ﹤0.01% 1037
2025
Q3 		$435K Sell
18,904
-119
-0.6% -$2.74K ﹤0.01% 991
2025
Q2 		$447K Sell
19,023
-2,619
-12% -$59.8K ﹤0.01% 933
2025
Q1 		$473K Sell
21,642
-586
-3% -$12.7K ﹤0.01% 799
2024
Q4 		$475K Buy
22,228
+880
+4% +$19.4K ﹤0.01% 804
2024
Q3 		$499K Sell
21,348
-353
-2% -$7.97K ﹤0.01% 787
2024
Q2 		$465K Hold
21,701
– – ﹤0.01% 792
2024
Q1 		$483K Sell
21,701
-507
-2% -$11.3K ﹤0.01% 791
2023
Q4 		$515K Buy
22,208
+76
+0.3% +$1.66K ﹤0.01% 788
2023
Q3 		$470K Buy
22,132
+315
+1% +$6.98K ﹤0.01% 789
2023
Q2 		$492K Buy
21,817
+153
+0.7% +$3.48K ﹤0.01% 804
2023
Q1 		$501K Buy
21,664
+989
+5% +$22.6K ﹤0.01% 779
2022
Q4 		$464K Buy
20,675
+145
+0.7% +$3.15K ﹤0.01% 772
2022
Q3 		$428K Buy
+20,530
New +$464K 0.01% 756
2021
Q2 		– Sell
-1,000
Closed -$29K – 1140
2021
Q1 		$29K Buy
+1,000
New +$30.3K ﹤0.01% 971

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

Vontobel Holding's BWX Position: Q2 2026 in Review

Vontobel Holding increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 14% in Q2 2026, buying an estimated $81.8K and bringing the position to 31,145 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Vontobel Holding first reported a position in BWX in Q1 2021 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

  • Vontobel Holding held 31,145 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $675K as of Q2 2026.
  • Vontobel Holding bought 3,711 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $81.8K.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #955 holding.
  • Vontobel Holding first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.