CPO
BWZ icon

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

Cerity Partners OCIO’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
Q2 		$705K Sell
26,371
-5,995
-19% -$163K 0.04% 27
2026
Q1 		$871K Buy
32,366
+2,121
+7% +$58.2K 0.05% 24
2025
Q4 		$829K Buy
+30,245
New +$826K 0.05% 23

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Cerity Partners OCIO's BWZ Position: Q2 2026 in Review

Cerity Partners OCIO reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 19% in Q2 2026, selling an estimated $163K and leaving 26,371 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #27.

Cerity Partners OCIO first reported a position in BWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $871K in Q1 2026. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Cerity Partners OCIO held 26,371 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $705K as of Q2 2026.
  • Cerity Partners OCIO sold 5,995 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $163K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.04% of Cerity Partners OCIO's portfolio in Q2 2026, its #27 holding.
  • Cerity Partners OCIO first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners OCIO's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $871K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.