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 Q3	$5.81M	Sell	216,861 -47,345	-18%	-$1.28M	2.93%	12
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

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

DMC Group Birmingham, Alabama $143M AUM 35.68% 1-Year Est. Return

CFG Wealth Management Services Indianapolis, Indiana $109M AUM 4.04% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LAM Group's BWZ Position: Q3 2026 in Review

LAM Group reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 18% in Q3 2026, selling an estimated $1.28M and leaving 216,861 shares worth $5.81M. The position accounts for 2.93% of the portfolio, ranked #12.

LAM Group first reported a position in BWZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.07M in Q2 2026. 15 funds tracked by Wall St. Rank hold BWZ as of Q3 2026.

LAM Group held 216,861 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $5.81M as of Q3 2026.
LAM Group sold 47,345 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2026, an estimated $1.28M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 2.93% of LAM Group's portfolio in Q3 2026, its #12 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 13 quarters since.
LAM Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $7.07M in Q2 2026.
15 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.