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

DMC Group’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	$5.33M	Buy	199,152 +21,096	+12%	+$572K	3.65%	3
2026 Q1	$4.79M	Buy	178,056 +12,587	+8%	+$346K	3.24%	3
2025 Q4	$4.54M	Buy	165,469 +53,050	+47%	+$1.45M	3.03%	4
2025 Q3	$3.13M	Buy	112,419 +32,294	+40%	+$895K	2.16%	8
2025 Q2	$2.25M	Buy	+80,125	New	+$2.2M	1.75%	11

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

DMC Group's BWZ Position: Q2 2026 in Review

DMC Group increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 12% in Q2 2026, buying an estimated $572K and bringing the position to 199,152 shares worth $5.33M. The position accounts for 3.65% of the portfolio, ranked #3.

DMC Group first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

DMC Group held 199,152 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $5.33M as of Q2 2026.
DMC Group bought 21,096 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $572K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 3.65% of DMC Group's portfolio in Q2 2026, its #3 holding.
DMC Group 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.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.