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

Financial Management Professionals’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 Q3	$25.7M	Buy	957,783 +943,057	+6,404%	+$25.5M	2.42%	16
2026 Q2	$394K	Sell	14,726 -901,144	-98%	-$24.5M	0.04%	135
2026 Q1	$24.7M	Buy	915,870 +51,369	+6%	+$1.41M	2.77%	13
2025 Q4	$23.7M	Buy	864,501 +54,938	+7%	+$1.5M	2.44%	14
2025 Q3	$22.5M	Buy	809,563 +15,568	+2%	+$432K	2.34%	14
2025 Q2	$22.3M	Buy	793,995 +13,325	+2%	+$365K	2.51%	13
2025 Q1	$20.5M	Buy	780,670 +766,683	+5,481%	+$19.8M	2.62%	14
2024 Q4	$354K	Sell	13,987 -709,881	-98%	-$18.5M	0.04%	116
2024 Q3	$19.9M	Buy	723,868 +720,281	+20,080%	+$19.2M	2.48%	14
2024 Q2	$92K	Sell	3,587 -597,347	-99%	-$15.5M	0.01%	202
2024 Q1	$15.8M	Buy	600,934 +23,125	+4%	+$615K	2.33%	12
2023 Q4	$15.8M	Buy	577,809 +13,317	+2%	+$350K	2.58%	12
2023 Q3	$14.5M	Buy	564,492 +114,128	+25%	+$3.04M	2.56%	12
2023 Q2	$12M	Buy	450,364 +57,500	+15%	+$1.56M	2.01%	15
2023 Q1	$10.7M	Buy	+392,864	New	+$10.6M	2.07%	15
2014 Q1	–	Sell	-117	Closed	-$4K	–	247
2013 Q4	$4K	Sell	117 -303,566	-100%	-$10.9M	﹤0.01%	220
2013 Q3	$10.9M	Buy	+303,683	New	+$10.7M	6.78%	5

Other funds holding BWZ

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return

DMC Group Birmingham, Alabama $143M AUM 35.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Financial Management Professionals's BWZ Position: Q3 2026 in Review

Financial Management Professionals increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 6,404% in Q3 2026, buying an estimated $25.5M and bringing the position to 957,783 shares worth $25.7M. The position accounts for 2.42% of the portfolio, ranked #16.

Financial Management Professionals first reported a position in BWZ in Q3 2013 and has held it in 17 quarters since. 27 funds tracked by Wall St. Rank hold BWZ as of Q3 2026.

Financial Management Professionals held 957,783 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $25.7M as of Q3 2026.
Financial Management Professionals bought 943,057 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2026, an estimated $25.5M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 2.42% of Financial Management Professionals's portfolio in Q3 2026, its #16 holding.
Financial Management Professionals first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2013 and has held it in 17 quarters since.
27 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.