FIDUCIARY FINANCIAL GROUP, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1925420
SAN RAFAEL, CA
Position in BWX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$606,654
+$128,388 QoQ
Shares Held
27,638
+30.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
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 | $606,654 | 27,638 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $478,266 | 21,228 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $580,934 | 25,258 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $252,447 | 10,747 | Shares | Sole | 2025-07-03 | |
| No filing history on record for this holder in this stock. | ||||||