Clarity Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Clarity Asset Management’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	$3.58M	Sell	133,731 -42,994	-24%	-$1.17M	1.75%	21
2026 Q1	$4.76M	Sell	176,725 -85,418	-33%	-$2.35M	2.41%	16
2025 Q4	$7.19M	Buy	262,143 +7,046	+3%	+$192K	3.95%	9
2025 Q3	$7.1M	Buy	255,097 +6,239	+3%	+$173K	3.98%	9
2025 Q2	$6.99M	Buy	+248,858	New	+$6.82M	4.17%	9

Other funds holding BWZ

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

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

FMP

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

Clarity Asset Management's BWZ Position: Q2 2026 in Review

Clarity Asset Management reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 24% in Q2 2026, selling an estimated $1.17M and leaving 133,731 shares worth $3.58M. The position accounts for 1.75% of the portfolio, ranked #21.

Clarity Asset Management first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.19M in Q4 2025. 15 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Clarity Asset Management held 133,731 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $3.58M as of Q2 2026.
Clarity Asset Management sold 42,994 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 1.75% of Clarity Asset Management's portfolio in Q2 2026, its #21 holding.
Clarity Asset Management 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.
Clarity Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $7.19M in Q4 2025.
15 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.