Commonwealth Equity Services’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Commonwealth Equity 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	$2.66M	Buy	99,478 +1,269	+1%	+$34.4K	﹤0.01%	1871
2026 Q1	$2.64M	Buy	98,209 +2,305	+2%	+$63.3K	﹤0.01%	1779
2025 Q4	$2.63M	Sell	95,904 -2,394	-2%	-$65.4K	﹤0.01%	1774
2025 Q3	$2.73M	Sell	98,298 -2,868	-3%	-$79.5K	﹤0.01%	1772
2025 Q2	$2.84M	Buy	101,166 +262	+0.3%	+$7.18K	﹤0.01%	1737
2025 Q1	$2.65M	Sell	100,904 -366	-0.4%	-$9.46K	﹤0.01%	1712
2024 Q4	$2.57M	Buy	101,270 +674	+0.7%	+$17.6K	﹤0.01%	1695
2024 Q3	$2.77M	Buy	100,596 +988	+1%	+$26.4K	﹤0.01%	1603
2024 Q2	$2.55M	Buy	99,608 +222	+0.2%	+$5.77K	﹤0.01%	1625
2024 Q1	$2.62M	Sell	99,386 -8,787	-8%	-$234K	﹤0.01%	1592
2023 Q4	$2.96M	Buy	108,173 +263	+0.2%	+$6.92K	0.01%	1439
2023 Q3	$2.78M	Sell	107,910 -3,107	-3%	-$82.7K	0.01%	1385
2023 Q2	$2.97M	Buy	111,017 +1,108	+1%	+$30K	0.01%	1363
2023 Q1	$3K	Sell	109,909 -776	-0.7%	-$21K	0.01%	1290
2022 Q4	$3M	Sell	110,685 -11,124	-9%	-$287K	0.01%	1237
2022 Q3	$3.04M	Sell	121,809 -5,624	-4%	-$147K	0.01%	1162
2022 Q2	$3.43M	Buy	127,433 +1,666	+1%	+$46.2K	0.01%	1100
2022 Q1	$3.66M	Sell	125,767 -7,704	-6%	-$230K	0.01%	1131
2021 Q4	$4.06M	Buy	133,471 +3,900	+3%	+$120K	0.01%	1043
2021 Q3	$4.03M	Sell	129,571 -2,725	-2%	-$85.9K	0.01%	998
2021 Q2	$4.2M	Buy	132,296 +8,063	+6%	+$259K	0.01%	954
2021 Q1	$3.91M	Buy	124,233 +5,079	+4%	+$164K	0.01%	906
2020 Q4	$3.91M	Sell	119,154 -1,173	-1%	-$37.6K	0.01%	851
2020 Q3	$3.78M	Sell	120,327 -1,286	-1%	-$40.3K	0.01%	759
2020 Q2	$3.71M	Buy	121,613 +1,487	+1%	+$44.5K	0.01%	718
2020 Q1	$3.56M	Sell	120,126 -3,853	-3%	-$116K	0.02%	653
2019 Q4	$3.83M	Buy	123,979 +1,829	+1%	+$55.8K	0.01%	711
2019 Q3	$3.7M	Sell	122,150 -488	-0.4%	-$14.9K	0.02%	685
2019 Q2	$3.81M	Buy	122,638 +3,513	+3%	+$108K	0.02%	669
2019 Q1	$3.64M	Buy	119,125 +12,910	+12%	+$398K	0.02%	662
2018 Q4	$3.26M	Sell	106,215 -144	-0.1%	-$4.43K	0.02%	640
2018 Q3	$3.31M	Buy	106,359 +2,436	+2%	+$76.1K	0.02%	676
2018 Q2	$3.25M	Buy	103,923 +7,937	+8%	+$255K	0.02%	668
2018 Q1	$3.17M	Buy	95,986 +19,353	+25%	+$637K	0.02%	640
2017 Q4	$2.46M	Buy	76,633 +10,404	+16%	+$331K	0.01%	745
2017 Q3	$2.12M	Buy	66,229 +34,579	+109%	+$1.11M	0.01%	776
2017 Q2	$993K	Buy	+31,650	New	+$974K	0.01%	1145

Other funds holding BWZ

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

BPW

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

DMC Group Birmingham, Alabama $146M AUM 38.48% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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

Commonwealth Equity Services's BWZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 1.3% in Q2 2026, buying an estimated $34.4K and bringing the position to 99,478 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Commonwealth Equity Services first reported a position in BWZ in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.2M in Q2 2021. 20 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Commonwealth Equity Services held 99,478 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.66M as of Q2 2026.
Commonwealth Equity Services bought 1,269 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $34.4K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1871 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2017 and has held it in 37 quarters since.
Commonwealth Equity Services's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $4.2M in Q2 2021.
20 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.