Baron Financial Group, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1832093
Fair Lawn, NJ
Position in BWX
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,268,157
+$280,206 QoQ
Shares Held
148,891
+12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 85%
Shared 2%
None 13%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,268,157 | 148,891 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,987,951 | 132,621 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,791,763 | 121,381 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,633,839 | 112,126 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,340,244 | 107,056 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,198,913 | 102,801 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,276,572 | 97,456 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,204,739 | 102,881 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,488,322 | 111,885 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,802,693 | 120,910 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,025,531 | 142,445 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,117,988 | 138,270 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,021,321 | 130,680 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $2,840,198 | 126,625 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,007,122 | 144,365 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,566,524 | 153,995 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,788,348 | 183,955 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,069,235 | 179,315 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,577,119 | 159,315 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,424,806 | 150,760 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,972,364 | 136,320 | Shares | Sole | 2021-09-01 | |
| 2020-12-31 | $3,859,871 | 123,595 | Shares | Sole | 2021-09-01 | |
| 2020-09-30 | $3,625,525 | 122,195 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||