Envestnet Portfolio Solutions, Inc.
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 1998033
BERWYN, PA
Position in BWX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,250,162
-$1,069,999 QoQ
Shares Held
56,955
-44.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWX Over Time
Shares Held
Position Value (USD)
All Filings in BWX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,250,162 | 56,955 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,320,161 | 102,981 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,726,587 | 75,069 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,460,984 | 62,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,497,308 | 114,241 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,932,551 | 183,850 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,099,755 | 132,695 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,570,978 | 119,971 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,730,338 | 122,767 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,726,463 | 160,762 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,629,130 | 170,863 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||