IC
BWZ icon

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
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

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

IEQ Capital's BWZ Position: Q1 2026 in Review

IEQ Capital held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q1 2026 at 224,699 shares worth $6.05M. The position accounts for 0.03% of the portfolio, ranked #465.

IEQ Capital first reported a position in BWZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.16M in Q4 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • IEQ Capital held 224,699 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $6.05M as of Q1 2026.
  • IEQ Capital left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #465 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 4 quarters since.
  • IEQ Capital's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6.16M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.