FSM Wealth Advisors, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1942548
CLEVELAND, OH
Position in BWX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$321,282
-$9,909 QoQ
Shares Held
14,637
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,282 | 14,637 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $331,191 | 14,700 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $313,283 | 13,621 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $314,883 | 13,405 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $300,421 | 13,743 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||