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

Beaumont 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
2025
Q3 		– Sell
-128,711
Closed -$3.61M – 50
2025
Q2 		$3.61M Buy
+128,711
New +$3.53M 2.47% 19

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

Beaumont Capital Management's BWZ Position: Q3 2025 in Review

Beaumont Capital Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2025, closing a stake of 128,711 shares — an estimated $3.61M sold.

Beaumont Capital Management first reported a position in BWZ in Q2 2025 and held it in 1 quarter. The position peaked at $3.61M in Q2 2025. 67 funds tracked by Wall St. Rank hold BWZ as of Q3 2025.

  • Beaumont Capital Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 128,711 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2025, an estimated $3.61M.
  • Beaumont Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Beaumont Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $3.61M 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 Beaumont Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.