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

Ascent Group’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
2025
Q3 		– Sell
-20,530
Closed -$576K – 744
2025
Q2 		$576K Buy
+20,530
New +$563K 0.02% 445

Other funds holding BWZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Ascent Group's BWZ Position: Q3 2025 in Review

Ascent Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2025, closing a stake of 20,530 shares — an estimated $576K sold.

Ascent Group first reported a position in BWZ in Q2 2025 and held it in 1 quarter. The position peaked at $576K in Q2 2025. 67 funds tracked by Wall St. Rank hold BWZ as of Q3 2025.

  • Ascent Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ascent Group sold 20,530 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2025, an estimated $576K.
  • Ascent Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Ascent Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $576K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.