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Capital Investment Advisory Services’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-81
Closed -$2.25K – 1176
2025
Q3 		$2.25K Sell
81
-248
-75% -$6.88K ﹤0.01% 1055
2025
Q2 		$9.23K Buy
329
+248
+306% +$6.8K ﹤0.01% 945
2025
Q1 		$2.13K Buy
+81
New +$2.09K ﹤0.01% 961
2022
Q3 		– Sell
-20
Closed -$1K – 812
2022
Q2 		$1K Sell
20
-19
-49% -$527 ﹤0.01% 803
2022
Q1 		$1K Hold
39
– – ﹤0.01% 817
2021
Q4 		$1K Hold
39
– – ﹤0.01% 796
2021
Q3 		$1K Buy
+39
New +$1.23K ﹤0.01% 742

Other funds holding BWZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Capital Investment Advisory Services's BWZ Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2025, closing a stake of 81 shares — an estimated $2.25K sold.

Capital Investment Advisory Services first reported a position in BWZ in Q3 2021 and held it in 7 quarters. The position peaked at $9.23K in Q2 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 81 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2025, an estimated $2.25K.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2021 and held it in 7 quarters.
  • Capital Investment Advisory Services's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $9.23K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.