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

Avalon Capital Management’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 		– Sell
-51,535
Closed -$1.41M – 127
2025
Q4 		$1.41M Sell
51,535
-791,853
-94% -$21.6M 0.34% 55
2025
Q3 		$23.5M Buy
843,388
+18,604
+2% +$516K 5.75% 3
2025
Q2 		$23.2M Buy
824,784
+607,925
+280% +$16.7M 6.22% 2
2025
Q1 		$5.69M Buy
+216,859
New +$5.6M 1.65% 19

Other funds holding BWZ

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 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 $2.22B AUM 23.18% 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 $27.6B AUM 31.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Avalon Capital Management's BWZ Position: Q1 2026 in Review

Avalon Capital Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2026, closing a stake of 51,535 shares — an estimated $1.41M sold.

Avalon Capital Management first reported a position in BWZ in Q1 2025 and held it in 4 quarters. The position peaked at $23.5M in Q3 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Avalon Capital Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Avalon Capital Management sold 51,535 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $1.41M.
  • Avalon Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Avalon Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $23.5M in Q3 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 Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.