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

Destination Wealth 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	$275K	Buy	+10,287	New	+$279K	0.01%	284
2019 Q3	–	Sell	-289	Closed	-$9K	–	191
2019 Q2	$9K	Hold	289	–	–	﹤0.01%	438
2019 Q1	$9K	Hold	289	–	–	﹤0.01%	488
2018 Q4	$9K	Hold	289	–	–	﹤0.01%	411
2018 Q3	$9K	Sell	289 -131	-31%	-$4.09K	﹤0.01%	467
2018 Q2	$13K	Hold	420	–	–	﹤0.01%	374
2018 Q1	$14K	Buy	+420	New	+$13.8K	﹤0.01%	365
2016 Q2	–	Sell	-34,465	Closed	-$1.02M	–	149
2016 Q1	$1.02M	Hold	34,465	–	–	0.1%	79
2015 Q4	$1.02M	Sell	34,465 -45,897	-57%	-$1.37M	0.1%	79
2015 Q3	$2.42M	Buy	80,362 +4,946	+7%	+$149K	0.27%	56
2015 Q2	$2.31M	Buy	75,416 +8,227	+12%	+$253K	0.15%	94
2015 Q1	$2.04M	Buy	67,189 +3,645	+6%	+$113K	0.22%	50
2014 Q4	$2.05M	Sell	63,544 -8,147	-11%	-$272K	0.21%	54
2014 Q3	$2.44M	Buy	71,691 +3,858	+6%	+$137K	0.26%	49
2014 Q2	$2.48M	Buy	67,833 +293	+0.4%	+$10.6K	0.26%	55
2014 Q1	$2.43M	Buy	67,540 +1,990	+3%	+$71.3K	0.26%	54
2013 Q4	$2.35M	Buy	65,550 +19,428	+42%	+$700K	0.25%	55
2013 Q3	$1.66M	Sell	46,122 -153	-0.3%	-$5.41K	0.19%	56
2013 Q2	$1.61M	Buy	+46,275	New	+$1.63M	0.2%	57

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

Destination Wealth Management's BWZ Position: Q2 2026 in Review

Destination Wealth Management opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026: 10,287 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in BWZ as recently as Q2 2019.

Destination Wealth Management first reported a position in BWZ in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.48M in Q2 2014. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Destination Wealth Management held 10,287 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $275K as of Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Destination Wealth Management position in Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #284 holding.
Destination Wealth Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and has held it in 19 quarters since.
Destination Wealth Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.48M in Q2 2014.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

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