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

Checchi Capital Advisers’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 Q1	$17.3M	Buy	640,878 +46,523	+8%	+$1.28M	0.87%	24
2025 Q4	$16.3M	Sell	594,355 -12,233	-2%	-$334K	0.83%	24
2025 Q3	$16.9M	Buy	606,588 +33,755	+6%	+$936K	0.88%	25
2025 Q2	$16.1M	Sell	572,833 -124,781	-18%	-$3.42M	0.9%	27
2025 Q1	$18.3M	Sell	697,614 -7,088	-1%	-$183K	0.97%	20
2024 Q4	$17.9M	Buy	704,702 +59,048	+9%	+$1.54M	1.04%	15
2024 Q3	$17.8M	Sell	645,654 -357	-0.1%	-$9.53K	0.99%	18
2024 Q2	$16.6M	Sell	646,011 -117,709	-15%	-$3.06M	0.83%	19
2024 Q1	$20.1M	Buy	763,720 +24,091	+3%	+$641K	1.57%	10
2023 Q4	$20.3M	Buy	739,629 +79,782	+12%	+$2.1M	1.65%	9
2023 Q3	$17M	Sell	659,847 -120,111	-15%	-$3.2M	1.58%	11
2023 Q2	$20.8M	Buy	779,958 +109,899	+16%	+$2.97M	1.86%	8
2023 Q1	$18.3M	Buy	670,059 +66,053	+11%	+$1.79M	1.77%	8
2022 Q4	$16.3M	Buy	604,006 +114,589	+23%	+$2.96M	1.7%	11
2022 Q3	$12.2M	Buy	489,417 +144,579	+42%	+$3.79M	1.14%	13
2022 Q2	$9.27M	Buy	344,838 +161,937	+89%	+$4.49M	0.8%	29
2022 Q1	$5.32M	Buy	182,901 +54,257	+42%	+$1.62M	0.45%	48
2021 Q4	$3.91M	Sell	128,644 -157,214	-55%	-$4.83M	0.34%	60
2021 Q3	$8.89M	Buy	285,858 +88,876	+45%	+$2.8M	0.88%	22
2021 Q2	$6.25M	Buy	196,982 +90,382	+85%	+$2.91M	0.62%	30
2021 Q1	$3.36M	Buy	106,600 +95,215	+836%	+$3.08M	0.33%	57
2020 Q4	$374K	Hold	11,385	–	–	0.04%	289
2020 Q3	$357K	Buy	+11,385	New	+$357K	0.04%	264
2017 Q3	–	Sell	-23,022	Closed	-$722K	–	386
2017 Q2	$722K	Hold	23,022	–	–	0.08%	123
2017 Q1	$698K	Buy	+23,022	New	+$689K	0.08%	131
2016 Q3	–	Sell	-20,557	Closed	-$646K	–	514
2016 Q2	$646K	Buy	20,557 +16,187	+370%	+$508K	0.07%	124
2016 Q1	$137K	Buy	+4,370	New	+$132K	0.03%	462
2015 Q4	–	Sell	-15,110	Closed	-$455K	–	364
2015 Q3	$455K	Buy	+15,110	New	+$456K	0.12%	144

Other funds holding BWZ

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

Checchi Capital Advisers's BWZ Position: Q1 2026 in Review

Checchi Capital Advisers increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 7.8% in Q1 2026, buying an estimated $1.28M and bringing the position to 640,878 shares worth $17.3M. The position accounts for 0.87% of the portfolio, ranked #24.

Checchi Capital Advisers first reported a position in BWZ in Q3 2015 and has held it in 28 quarters since. The position peaked at $20.8M in Q2 2023. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

Checchi Capital Advisers held 640,878 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $17.3M as of Q1 2026.
Checchi Capital Advisers bought 46,523 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $1.28M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.87% of Checchi Capital Advisers's portfolio in Q1 2026, its #24 holding.
Checchi Capital Advisers first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2015 and has held it in 28 quarters since.
Checchi Capital Advisers's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $20.8M in Q2 2023.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.