IEQ Capital’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

IEQ Capital’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	$6.01M	Hold	224,699	–	–	0.03%	456
2026 Q1	$6.05M	Hold	224,699	–	–	0.03%	465
2025 Q4	$6.16M	Buy	224,699 +79,658	+55%	+$2.18M	0.02%	470
2025 Q3	$4.04M	Buy	145,041 +108,750	+300%	+$3.02M	0.01%	541
2025 Q2	$1.02M	Buy	+36,291	New	+$995K	0.01%	853

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

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IEQ Capital's BWZ Position: Q2 2026 in Review

IEQ Capital held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q2 2026 at 224,699 shares worth $6.01M. The position accounts for 0.03% of the portfolio, ranked #456.

IEQ Capital first reported a position in BWZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.16M in Q4 2025. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

IEQ Capital held 224,699 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $6.01M as of Q2 2026.
IEQ Capital 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 0.03% of IEQ Capital's portfolio in Q2 2026, its #456 holding.
IEQ Capital first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
IEQ Capital's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6.16M in Q4 2025.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.