EP Wealth Advisors, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1540569
TORRANCE, CA
Position in BWX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$124,486
New position
Shares Held
5,742
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 66 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 89%
Shared 0%
None 11%
All Filings in BWX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,486 | 5,742 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||