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Heartwood Wealth Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-6,268
Closed -$174K – 262
2025
Q3 		$174K Buy
+6,268
New +$174K 0.02% 209

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QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
QLSGSCF
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FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Heartwood Wealth Advisors's BWZ Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2025, closing a stake of 6,268 shares — an estimated $174K sold.

Heartwood Wealth Advisors first reported a position in BWZ in Q3 2025 and held it in 1 quarter. The position peaked at $174K in Q3 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6,268 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2025, an estimated $174K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $174K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.