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

Creative Planning’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	$3.64M	Buy	136,069 +7,259	+6%	+$197K	﹤0.01%	1641
2026 Q1	$3.47M	Buy	128,810 +4,176	+3%	+$115K	﹤0.01%	1461
2025 Q4	$3.42M	Buy	124,634 +1,747	+1%	+$47.7K	﹤0.01%	1287
2025 Q3	$3.42M	Buy	122,887 +15,263	+14%	+$423K	﹤0.01%	1119
2025 Q2	$3.02M	Buy	107,624 +10,603	+11%	+$291K	﹤0.01%	1031
2025 Q1	$2.55M	Buy	97,021 +2,788	+3%	+$72K	﹤0.01%	1028
2024 Q4	$2.39M	Sell	94,233 -5,528	-6%	-$144K	﹤0.01%	1026
2024 Q3	$2.75M	Buy	99,761 +1,133	+1%	+$30.3K	﹤0.01%	907
2024 Q2	$2.53M	Sell	98,628 -1,961	-2%	-$50.9K	﹤0.01%	884
2024 Q1	$2.65M	Sell	100,589 -2,870	-3%	-$76.3K	﹤0.01%	853
2023 Q4	$2.83M	Sell	103,459 -10,891	-10%	-$286K	0.01%	769
2023 Q3	$2.95M	Sell	114,350 -11,884	-9%	-$316K	﹤0.01%	700
2023 Q2	$3.37M	Sell	126,234 -1,742	-1%	-$47.1K	﹤0.01%	640
2023 Q1	$3.49M	Sell	127,976 -1,498	-1%	-$40.6K	0.01%	596
2022 Q4	$3.5M	Buy	129,474 +2,642	+2%	+$68.2K	0.01%	574
2022 Q3	$3.17M	Sell	126,832 -90	-0.1%	-$2.36K	0.01%	551
2022 Q2	$3.42M	Sell	126,922 -78,681	-38%	-$2.18M	0.01%	548
2022 Q1	$5.99M	Sell	205,603 -101,933	-33%	-$3.05M	0.01%	417
2021 Q4	$9.35M	Sell	307,536 -35,327	-10%	-$1.09M	0.02%	299
2021 Q3	$10.7M	Sell	342,863 -11,313	-3%	-$357K	0.02%	254
2021 Q2	$11.2M	Sell	354,176 -25,670	-7%	-$825K	0.02%	250
2021 Q1	$12M	Sell	379,846 -18,488	-5%	-$598K	0.02%	243
2020 Q4	$13.1M	Buy	+398,334	New	+$12.8M	0.03%	215

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Creative Planning's BWZ Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 5.6% in Q2 2026, buying an estimated $197K and bringing the position to 136,069 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Creative Planning first reported a position in BWZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.1M in Q4 2020. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Creative Planning held 136,069 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $3.64M as of Q2 2026.
Creative Planning bought 7,259 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $197K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1641 holding.
Creative Planning first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
Creative Planning's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $13.1M in Q4 2020.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.