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

Ethos Financial 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
Q1 		– Sell
-14,008
Closed -$384K – 544
2025
Q4 		$384K Buy
+14,008
New +$383K 0.03% 339

Other funds holding BWZ

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Ethos Financial Group's BWZ Position: Q1 2026 in Review

Ethos Financial Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2026, closing a stake of 14,008 shares — an estimated $384K sold.

Ethos Financial Group first reported a position in BWZ in Q4 2025 and held it in 1 quarter. The position peaked at $384K in Q4 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Ethos Financial Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 14,008 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $384K.
  • Ethos Financial Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Ethos Financial Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $384K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.