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 Q2	–	Sell	-81,729	Closed	-$2.2M	–	326
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

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Almanack Investment Partners's BWZ Position: Q2 2026 in Review

Almanack Investment Partners sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026, closing a stake of 81,729 shares — an estimated $2.2M sold.

Almanack Investment Partners first reported a position in BWZ in Q1 2018 and held it in 5 quarters. The position peaked at $14.5M in Q4 2025. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Almanack Investment Partners reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Almanack Investment Partners sold 81,729 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $2.2M.
Almanack Investment Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2018 and held it in 5 quarters.
Almanack Investment Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $14.5M in Q4 2025.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.