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Elevated Capital Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Elevated Capital Advisors’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 		$4.24K Hold
158
– – ﹤0.01% 575
2026
Q1 		$4.26K Sell
158
-86
-35% -$2.36K ﹤0.01% 562
2025
Q4 		$6.7K Buy
+244
New +$6.66K ﹤0.01% 493

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
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
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
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

Elevated Capital Advisors's BWZ Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q2 2026 at 158 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Elevated Capital Advisors first reported a position in BWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.7K in Q4 2025. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Elevated Capital Advisors held 158 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $4.24K as of Q2 2026.
  • Elevated Capital Advisors left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #575 holding.
  • Elevated Capital Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6.7K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.