Concurrent Investment Advisors, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 2001015
Tampa, FL
Position in BWX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$526,009
+$10,027 QoQ
Shares Held
23,964
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,009 | 23,964 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $515,982 | 22,902 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||