Foundations Investment Advisors, LLC
EndowmentPosition in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1743404
PHOENIX, AZ
Position in BWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,847,515
+$358,627 QoQ
Shares Held
131,343
+15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#16
of 66 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,847,515 | 131,343 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,488,888 | 113,389 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,873,368 | 83,150 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,559,791 | 67,817 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||