Center for Financial Planning, Inc.
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1803557
SOUTHFIED, MI
Position in BWX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$30,795
-$814 QoQ
Shares Held
1,403
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,795 | 1,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $31,609 | 1,403 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,269 | 1,403 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $32,956 | 1,403 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||