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

Fiduciary 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
Q2 		$329K Hold
12,282
– – 0.04% 279
2026
Q1 		$331K Sell
12,282
-1,736
-12% -$47.7K 0.04% 255
2025
Q4 		$384K Buy
14,018
+4,956
+55% +$135K 0.05% 219
2025
Q3 		$252K Buy
+9,062
New +$251K 0.04% 272

Other funds holding BWZ

LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fiduciary Financial Group's BWZ Position: Q2 2026 in Review

Fiduciary Financial Group held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q2 2026 at 12,282 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #279.

Fiduciary Financial Group first reported a position in BWZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $384K in Q4 2025. 12 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Fiduciary Financial Group held 12,282 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $329K as of Q2 2026.
  • Fiduciary Financial Group 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 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #279 holding.
  • Fiduciary Financial Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Financial Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $384K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.