FMP
BWZ icon

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
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

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
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 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

Financial Management Professionals's BWZ Position: Q2 2026 in Review

Financial Management Professionals reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 98% in Q2 2026, selling an estimated $24.5M and leaving 14,726 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #135.

Financial Management Professionals first reported a position in BWZ in Q3 2013 and has held it in 16 quarters since. The position peaked at $24.7M in Q1 2026. 12 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Financial Management Professionals held 14,726 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $394K as of Q2 2026.
  • Financial Management Professionals sold 901,144 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $24.5M.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #135 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 16 quarters since.
  • Financial Management Professionals's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $24.7M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.