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

Cerity Partners’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	$213K	Buy	7,950 +3	+0%	+$81	﹤0.01%	3017
2026 Q1	$214K	Buy	7,947 +2	+0%	+$55	﹤0.01%	2845
2025 Q4	$218K	Buy	7,945 +4	+0.1%	+$109	﹤0.01%	2589
2025 Q3	$221K	Sell	7,941 -6,573	-45%	-$182K	﹤0.01%	2451
2025 Q2	$407K	Buy	+14,514	New	+$398K	﹤0.01%	1982

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's BWZ Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 0.04% in Q2 2026, buying an estimated $81 and bringing the position to 7,950 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

Cerity Partners first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q2 2025. 69 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Cerity Partners held 7,950 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $213K as of Q2 2026.
Cerity Partners bought 3 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $81.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3017 holding.
Cerity Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Cerity Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $407K in Q2 2025.
69 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's 13F filing for Q2 2026, filed 14 Aug 2026.