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

Empowered Funds’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	$6.31M	Buy	+236,428	New	+$6.42M	0.03%	602
2026 Q1	–	Sell	-149,268	Closed	-$4.09M	–	2115
2025 Q4	$4.09M	Sell	149,268 -180,618	-55%	-$4.93M	0.07%	298
2025 Q3	$9.16M	Sell	329,886 -74,957	-19%	-$2.08M	0.09%	256
2025 Q2	$11.3M	Buy	+404,843	New	+$11.1M	0.13%	164

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

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

Empowered Funds's BWZ Position: Q2 2026 in Review

Empowered Funds opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026: 236,428 shares worth $6.31M. The stake represents 0.03% of the portfolio and ranks #602 among its holdings. This is a return to the name: Empowered Funds previously reported a position in BWZ as recently as Q4 2025.

Empowered Funds first reported a position in BWZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q2 2025. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Empowered Funds held 236,428 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $6.31M as of Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Empowered Funds position in Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #602 holding.
Empowered Funds first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Empowered Funds's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $11.3M in Q2 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 Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.