United Financial Planning Group LLC
Position in BWX — State Street(R) SPDR(R) Bloomberg International Treasury Bond ETF
CIK 2088337
HAUPPAUGE, NY
All Filings in BWX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,766 | 1,373 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,961 | 1,365 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $68,536 | 3,042 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||