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

Ameriprise’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	$2.94M	Buy	+109,288	New	+$3M	﹤0.01%	2766
2025 Q4	–	Sell	-10,132	Closed	-$282K	–	4094
2025 Q3	$282K	Buy	+10,132	New	+$281K	﹤0.01%	3816
2024 Q2	–	Sell	-35,007	Closed	-$923K	–	3870
2024 Q1	$923K	Buy	35,007 +15,746	+82%	+$419K	﹤0.01%	3194
2023 Q4	$528K	Buy	+19,261	New	+$507K	﹤0.01%	3436
2021 Q3	–	Sell	-46,954	Closed	-$1.49M	–	3866
2021 Q2	$1.49M	Buy	46,954 +4,738	+11%	+$152K	﹤0.01%	3039
2021 Q1	$1.33M	Buy	+42,216	New	+$1.36M	﹤0.01%	3022
2020 Q3	–	Sell	-381,821	Closed	-$11.7M	–	3734
2020 Q2	$11.7M	Buy	+381,821	New	+$11.4M	0.01%	1424
2019 Q1	–	Sell	-37,433	Closed	-$1.15M	–	3701
2018 Q4	$1.15M	Buy	37,433 +30,275	+423%	+$931K	﹤0.01%	2890
2018 Q3	$223K	Buy	+7,158	New	+$224K	﹤0.01%	3522

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

Ameriprise's BWZ Position: Q1 2026 in Review

Ameriprise opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2026: 109,288 shares worth $2.94M. The stake represents ﹤0.01% of the portfolio and ranks #2766 among its holdings. This is a return to the name: Ameriprise previously reported a position in BWZ as recently as Q3 2025.

Ameriprise first reported a position in BWZ in Q3 2018 and has held it in 9 quarters since. The position peaked at $11.7M in Q2 2020. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

Ameriprise held 109,288 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.94M as of Q1 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Ameriprise position in Q1 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2766 holding.
Ameriprise first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2018 and has held it in 9 quarters since.
Ameriprise's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $11.7M in Q2 2020.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

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