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 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 $1.67B 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 $374B AUM 17.66% 1-Year Est. Return

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

Vontobel Holding's BWX Position: Q1 2026 in Review

Vontobel Holding increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 45% in Q1 2026, buying an estimated $191K and bringing the position to 27,434 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Vontobel Holding first reported a position in BWX in Q1 2021 and has held it in 16 quarters since. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

Vontobel Holding held 27,434 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $602K as of Q1 2026.
Vontobel Holding bought 8,496 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $191K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #787 holding.
Vontobel Holding first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2021 and has held it in 16 quarters since.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.