Convergence Financial, LLC
Position in BWX — State Street SPDR Bloomberg International Treasury Bond ETF
CIK 2034001
COLUMBIA, MO
Position in BWX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,768,818
+$950,416 QoQ
Shares Held
80,584
+121.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,768,818 | 80,584 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $818,402 | 36,325 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $910,202 | 39,574 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,058,318 | 45,054 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $696,415 | 31,858 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $704,030 | 32,914 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $810,638 | 34,702 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $555,958 | 25,943 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $346,766 | 15,592 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||