Almanack Investment Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Almanack Investment Partners’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	$2.2M	Sell	81,729 -446,067	-85%	-$12.2M	0.37%	31
2025 Q4	$14.5M	Buy	527,796 +21,747	+4%	+$594K	2.46%	8
2025 Q3	$14.1M	Buy	506,049 +46,760	+10%	+$1.3M	2.18%	10
2025 Q2	$12.9M	Buy	+459,289	New	+$12.6M	2.05%	11
2018 Q2	–	Sell	-5,677	Closed	-$188K	–	151
2018 Q1	$188K	Buy	+5,677	New	+$187K	0.07%	111

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

Almanack Investment Partners's BWZ Position: Q1 2026 in Review

Almanack Investment Partners reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 85% in Q1 2026, selling an estimated $12.2M and leaving 81,729 shares worth $2.2M. The position accounts for 0.37% of the portfolio, ranked #31.

Almanack Investment Partners first reported a position in BWZ in Q1 2018 and has held it in 5 quarters since. The position peaked at $14.5M in Q4 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

Almanack Investment Partners held 81,729 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.2M as of Q1 2026.
Almanack Investment Partners sold 446,067 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $12.2M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.37% of Almanack Investment Partners's portfolio in Q1 2026, its #31 holding.
Almanack Investment Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2018 and has held it in 5 quarters since.
Almanack Investment Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $14.5M in Q4 2025.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.