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

Laurel Wealth Planning’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
2025
Q4 		– Sell
-422,830
Closed -$11.8M – 58
2025
Q3 		$11.8M Buy
422,830
+11,495
+3% +$319K 6.22% 2
2025
Q2 		$11.5M Buy
+411,335
New +$11.3M 6.56% 2

Other funds holding BWZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
QLSGSCF
Quent Long Short Global Small Cap Fund New York $1.23B AUM
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Laurel Wealth Planning's BWZ Position: Q4 2025 in Review

Laurel Wealth Planning sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2025, closing a stake of 422,830 shares — an estimated $11.8M sold.

Laurel Wealth Planning first reported a position in BWZ in Q2 2025 and held it in 2 quarters. The position peaked at $11.8M in Q3 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q4 2025.

  • Laurel Wealth Planning reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Laurel Wealth Planning sold 422,830 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2025, an estimated $11.8M.
  • Laurel Wealth Planning first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Laurel Wealth Planning's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $11.8M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2025.

Based on Laurel Wealth Planning's 13F filing for Q4 2025, filed 23 Jan 2026.