IWC
BWZ icon

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

Integrated Wealth Concepts’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 		$8.23K Buy
+308
New +$8.36K ﹤0.01% 4679

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
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
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
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

Integrated Wealth Concepts's BWZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026: 308 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #4679 among its holdings.

73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Integrated Wealth Concepts held 308 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $8.23K as of Q2 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4679 holding.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.