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

Allworth Financial’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 Q1	$73K	Buy	2,710 +892	+49%	+$24.5K	﹤0.01%	2064
2025 Q4	$49.8K	Hold	1,818	–	–	﹤0.01%	2199
2025 Q3	$50.6K	Buy	+1,818	New	+$50.4K	﹤0.01%	2093
2015 Q2	–	Sell	-439	Closed	-$13K	–	604
2015 Q1	$13K	Buy	+439	New	+$13.6K	﹤0.01%	365

Other funds holding BWZ

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Allworth Financial's BWZ Position: Q1 2026 in Review

Allworth Financial increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 49% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,710 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Allworth Financial first reported a position in BWZ in Q1 2015 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

Allworth Financial held 2,710 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $73K as of Q1 2026.
Allworth Financial bought 892 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $24.5K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2064 holding.
Allworth Financial first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2015 and has held it in 4 quarters since.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.