Destination Wealth Management
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1278573
WALNUT CREEK, CA
Position in BWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$479,388
+$227,578 QoQ
Shares Held
22,112
+92.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 66 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,388 | 22,112 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,810 | 11,472 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,164 | 10,571 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $236,732 | 10,078 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||