AE Wealth Management LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1697723
TOPEKA, KS
Position in BWX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,831
-$4,716 QoQ
Shares Held
129
-61.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,831 | 129 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,547 | 335 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,729 | 423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $751 | 32 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $132,843 | 6,077 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $58,309 | 2,726 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $899,158 | 39,874 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,916,495 | 126,146 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,624,220 | 116,996 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $525,186 | 25,213 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $578,027 | 24,958 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,242,542 | 47,735 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $921,658 | 32,602 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $586,522 | 20,415 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $321,676 | 10,960 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,420,890 | 117,395 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $215,143 | 6,889 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||