Walkner Condon Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Walkner Condon Financial 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
2026 Q2	$10.7M	Buy	494,885 +9,060	+2%	+$200K	1.23%	21
2026 Q1	$10.7M	Buy	485,825 +25,557	+6%	+$575K	1.41%	18
2025 Q4	$10.4M	Buy	460,268 +60,919	+15%	+$1.38M	1.44%	17
2025 Q3	$9.18M	Buy	399,349 +194,021	+94%	+$4.46M	1.46%	17
2025 Q2	$4.82M	Buy	205,328 +111,956	+120%	+$2.56M	0.89%	27
2025 Q1	$2.04M	Buy	93,372 +3,523	+4%	+$76.1K	0.41%	61
2024 Q4	$1.92M	Buy	89,849 +12,258	+16%	+$271K	0.39%	61
2024 Q3	$1.81M	Buy	77,591 +7,651	+11%	+$173K	0.37%	60
2024 Q2	$1.51M	Buy	69,940 +14,569	+26%	+$317K	0.32%	70
2024 Q1	$1.23M	Buy	55,371 +5,900	+12%	+$132K	0.26%	83
2023 Q4	$1.15M	Sell	49,471 -27,809	-36%	-$607K	0.26%	87
2023 Q3	$1.64M	Buy	77,280 +5,643	+8%	+$125K	0.44%	60
2023 Q2	$1.61M	Sell	71,637 -154	-0.2%	-$3.51K	0.43%	57
2023 Q1	$1.66M	Buy	71,791 +970	+1%	+$22.1K	0.47%	51
2022 Q4	$1.59M	Buy	70,821 +36,441	+106%	+$792K	0.48%	49
2022 Q3	$716K	Sell	34,380 -60	-0.2%	-$1.35K	0.23%	89
2022 Q2	$797K	Buy	34,440 +50	+0.1%	+$1.21K	0.25%	85
2022 Q1	$895K	Sell	34,390 -731	-2%	-$19.8K	0.25%	80
2021 Q4	$993K	Buy	35,121 +1,529	+5%	+$43.5K	0.65%	44
2021 Q3	$967K	Buy	33,592 +10,699	+47%	+$315K	0.48%	48
2021 Q2	$672K	Buy	22,893 +610	+3%	+$18.1K	0.25%	74
2021 Q1	$649K	Buy	22,283 +871	+4%	+$26.4K	0.25%	80
2020 Q4	$669K	Sell	21,412 -1,520	-7%	-$46.3K	0.29%	66
2020 Q3	$680K	Buy	+22,932	New	+$682K	0.36%	55

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

Walkner Condon Financial Advisors's BWX Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 1.9% in Q2 2026, buying an estimated $200K and bringing the position to 494,885 shares worth $10.7M. The position accounts for 1.23% of the portfolio, ranked #21.

Walkner Condon Financial Advisors first reported a position in BWX in Q3 2020 and has held it in 24 quarters since. 157 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

Walkner Condon Financial Advisors held 494,885 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $10.7M as of Q2 2026.
Walkner Condon Financial Advisors bought 9,060 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $200K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 1.23% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #21 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
157 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.