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

Cresset 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	$8.14M	Sell	304,464 -5,296	-2%	-$144K	0.03%	329
2026 Q1	$8.34M	Buy	309,760 +128,101	+71%	+$3.52M	0.04%	293
2025 Q4	$4.98M	Sell	181,659 -20,988	-10%	-$573K	0.02%	370
2025 Q3	$5.64M	Buy	202,647 +1,134	+0.6%	+$31.4K	0.02%	333
2025 Q2	$5.66M	Buy	+201,513	New	+$5.52M	0.03%	311

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cresset Asset Management reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 1.7% in Q2 2026, selling an estimated $144K and leaving 304,464 shares worth $8.14M. The position accounts for 0.03% of the portfolio, ranked #329.

Cresset Asset Management first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.34M in Q1 2026. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Cresset Asset Management held 304,464 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $8.14M as of Q2 2026.
Cresset Asset Management sold 5,296 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $144K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #329 holding.
Cresset 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.
Cresset Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $8.34M in Q1 2026.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.