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Action Point Financial Planning’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Action Point Financial Planning’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187 Buy
+8
New +$217 ﹤0.01% 2704

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Action Point Financial Planning's BWZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026: 8 shares worth $187. The stake represents ﹤0.01% of the portfolio and ranks #2704 among its holdings.

73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Action Point Financial Planning held 8 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $187 as of Q2 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2704 holding.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.