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CFG Wealth Management Services’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

CFG Wealth Management 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
2026
Q2 		$3.08M Hold
113,466
– – 2.89% 14
2026
Q1 		$3.08M Buy
113,466
+4,056
+4% +$111K 2.8% 14
2025
Q4 		$3M Buy
+109,410
New +$2.99M 2.74% 14

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

CFG Wealth Management Services's BWZ Position: Q2 2026 in Review

CFG Wealth Management Services held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q2 2026 at 113,466 shares worth $3.08M. The position accounts for 2.89% of the portfolio, ranked #14.

CFG Wealth Management Services first reported a position in BWZ in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • CFG Wealth Management Services held 113,466 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $3.08M as of Q2 2026.
  • CFG Wealth Management Services left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 2.89% of CFG Wealth Management Services's portfolio in Q2 2026, its #14 holding.
  • CFG Wealth Management Services 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.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.