Legacy Wealth Asset Management, LLC

Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF

CIK 1846151 WOODBURY, MN

Position in BWX

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$741,010

+$12,593 QoQ

Shares Held

33,759

+4.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$741,010	33,759	+4.4%	Shares	Sole	2026-04-08
2025-12-31	$728,417	32,331	+5.9%	Shares	Sole	2026-01-12
2025-09-30	$702,213	30,531	+3.0%	Shares	Sole	2025-10-14
2025-06-30	$696,337	29,644	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$646,400	29,570	+0.7%	Shares	Sole	2025-04-09
2024-12-31	$628,117	29,365	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$693,511	29,688	-1.5%	Shares	Sole	2024-10-23
2024-06-30	$645,857	30,138	+5.6%	Shares	Sole	2024-08-14
2024-03-31	$634,840	28,545	+3.3%	Shares	Sole	2024-04-19
2023-12-31	$640,393	27,627	-1.9%	Shares	Sole	2024-01-10
2023-09-30	$598,352	28,171	-5.8%	Shares	Sole	2023-11-01
2023-06-30	$674,222	29,899	+3.1%	Shares	Sole	2023-08-04
2023-03-31	$670,664	29,008	-4.0%	Shares	Sole	2023-04-24
2022-12-31	$678,014	30,228	-3.7%	Shares	Sole	2023-02-02
2022-09-30	$653,666	31,381	-0.5%	Shares	Sole	2022-10-14
2022-06-30	$730,234	31,530	-0.2%	Shares	Sole	2022-07-19
2022-03-31	$822,235	31,588	+6.1%	Shares	Sole	2022-05-12
2021-12-31	$841,908	29,781	+24.3%	Shares	Sole	2022-02-10
2021-09-30	$688,227	23,955	+1.1%	Shares	Sole	2021-10-19
2021-06-30	$695,624	23,701	+1.6%	Shares	Sole	2021-07-14
2021-03-31	$680,069	23,338	+11.3%	Shares	Sole	2021-04-20
2020-12-31	$654,893	20,970	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.