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

Eastern Bank’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	$27	Hold	1	–	–	﹤0.01%	1034
2026 Q1	$27	Hold	1	–	–	﹤0.01%	1066
2025 Q4	$27	Hold	1	–	–	﹤0.01%	1161
2025 Q3	$28	Hold	1	–	–	﹤0.01%	1005
2025 Q2	$28	Hold	1	–	–	﹤0.01%	925
2025 Q1	$26	Hold	1	–	–	﹤0.01%	982
2024 Q4	$25	Hold	1	–	–	﹤0.01%	933
2024 Q3	$28	Buy	+1	New	+$27	﹤0.01%	913

Other funds holding BWZ

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return