Global Retirement Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Global Retirement Partners’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	$2.97K	Buy	+111	New	+$3.01K	﹤0.01%	3873
2025 Q4	$2.71K	Hold	99	–	–	﹤0.01%	3635
2025 Q3	$2.75K	Sell	99 -3,118	-97%	-$86.5K	﹤0.01%	3203
2025 Q2	$90.3K	Buy	+3,217	New	+$88.2K	﹤0.01%	1491
2024 Q4	$2.51K	Buy	99 +42	+74%	+$1.1K	﹤0.01%	2988
2024 Q3	$1.57K	Buy	+57	New	+$1.52K	﹤0.01%	3008
2023 Q3	–	Sell	-9,067	Closed	-$242K	–	3260
2023 Q2	$242K	Buy	9,067 +23	+0.3%	+$622	0.01%	629
2023 Q1	$247K	Buy	9,044 +25	+0.3%	+$677	0.01%	595
2022 Q4	$244K	Buy	9,019 +19	+0.2%	+$491	0.02%	541
2022 Q3	$225K	Buy	9,000 +7,000	+350%	+$183K	0.02%	536
2022 Q2	$54K	Buy	+2,000	New	+$55.5K	﹤0.01%	962

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Global Retirement Partners's BWZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026: 111 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #3873 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BWZ as recently as Q4 2025.

Global Retirement Partners first reported a position in BWZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $247K in Q1 2023. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Global Retirement Partners held 111 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.97K as of Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3873 holding.
Global Retirement Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
Global Retirement Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $247K in Q1 2023.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.