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

WealthShield Partners’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	$54.1K	Sell	2,497 -386,054	-99%	-$8.51M	0.01%	282
2026 Q1	$8.53M	Buy	388,551 +34,954	+10%	+$787K	0.95%	22
2025 Q4	$7.97M	Buy	353,597 +344,314	+3,709%	+$7.79M	0.88%	25
2025 Q3	$214K	Buy	9,283 +9,015	+3,364%	+$207K	0.02%	325
2025 Q2	$6.29K	Hold	268	–	–	﹤0.01%	504
2025 Q1	$5.86K	Hold	268	–	–	﹤0.01%	492
2024 Q4	$5.73K	Hold	268	–	–	﹤0.01%	457
2024 Q3	$6.26K	Hold	268	–	–	﹤0.01%	457
2024 Q2	$5.74K	Hold	268	–	–	﹤0.01%	437
2024 Q1	$5.96K	Hold	268	–	–	﹤0.01%	440
2023 Q4	$6.21K	Hold	268	–	–	﹤0.01%	443
2023 Q3	$5.69K	Hold	268	–	–	﹤0.01%	451
2023 Q2	$6.04K	Hold	268	–	–	﹤0.01%	456
2023 Q1	$6.2K	Buy	+268	New	+$6.11K	﹤0.01%	454
2018 Q4	–	Sell	-26	Closed	-$1K	–	243
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	247
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	232
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	221
2017 Q4	$1K	Buy	+26	New	+$731	﹤0.01%	214

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

WealthShield Partners's BWX Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 99% in Q2 2026, selling an estimated $8.51M and leaving 2,497 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #282.

WealthShield Partners first reported a position in BWX in Q4 2017 and has held it in 18 quarters since. The position peaked at $8.53M in Q1 2026. 158 funds tracked by Wall St. Rank hold BWX as of Q2 2026.

WealthShield Partners held 2,497 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $54.1K as of Q2 2026.
WealthShield Partners sold 386,054 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2026, an estimated $8.51M.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #282 holding.
WealthShield Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and has held it in 18 quarters since.
WealthShield Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8.53M in Q1 2026.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.