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

Evergreen Capital Management’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 		$2.32M Sell
86,641
-144,119
-62% -$3.91M 0.04% 318
2026
Q1 		$6.21M Buy
+230,760
New +$6.34M 0.13% 164

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

Evergreen Capital Management's BWZ Position: Q2 2026 in Review

Evergreen Capital Management reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 62% in Q2 2026, selling an estimated $3.91M and leaving 86,641 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #318.

Evergreen Capital Management first reported a position in BWZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.21M in Q1 2026. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Evergreen Capital Management held 86,641 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.32M as of Q2 2026.
  • Evergreen Capital Management sold 144,119 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $3.91M.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #318 holding.
  • Evergreen Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6.21M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.