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

LAM Group’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	$7.07M	Buy	264,206 +44,606	+20%	+$1.21M	3.51%	7
2026 Q1	$5.91M	Buy	219,600 +171,575	+357%	+$4.71M	3.25%	8
2025 Q4	$1.32M	Buy	+48,025	New	+$1.31M	0.75%	33
2025 Q1	–	Sell	-190	Closed	-$4.81K	–	82
2024 Q4	$4.81K	Buy	190 +10	+6%	+$261	﹤0.01%	105
2024 Q3	$4.96K	Sell	180 -25	-12%	-$668	﹤0.01%	103
2024 Q2	$5.26K	Sell	205 -5	-2%	-$130	﹤0.01%	102
2024 Q1	$5.54K	Sell	210 -25	-11%	-$665	﹤0.01%	102
2023 Q4	$6.44K	Sell	235 -410	-64%	-$10.8K	0.01%	96
2023 Q3	$16.6K	Sell	645 -35	-5%	-$931	0.02%	76
2023 Q2	$18.2K	Buy	680 +5	+0.7%	+$135	0.02%	73
2023 Q1	$18.4K	Sell	675 -20	-3%	-$542	0.02%	73
2022 Q4	$18.8K	Buy	+695	New	+$17.9K	0.02%	75

Other funds holding BWZ

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

BPW

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

DMC Group Birmingham, Alabama $146M AUM 38.48% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

LAM Group's BWZ Position: Q2 2026 in Review

LAM Group increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 20% in Q2 2026, buying an estimated $1.21M and bringing the position to 264,206 shares worth $7.07M. The position accounts for 3.51% of the portfolio, ranked #7.

LAM Group first reported a position in BWZ in Q4 2022 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

LAM Group held 264,206 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $7.07M as of Q2 2026.
LAM Group bought 44,606 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $1.21M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 3.51% of LAM Group's portfolio in Q2 2026, its #7 holding.
LAM Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
22 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.