Leavell Investment Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Leavell Investment Management’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	$499K	Buy	18,649 +2,784	+18%	+$75.5K	0.02%	437
2026 Q1	$427K	Buy	15,865 +5,307	+50%	+$146K	0.02%	452
2025 Q4	$289K	Hold	10,558	–	–	0.01%	509
2025 Q3	$294K	Sell	10,558 -210	-2%	-$5.82K	0.01%	504
2025 Q2	$302K	Buy	10,768 +1,039	+11%	+$28.5K	0.01%	487
2025 Q1	$255K	Buy	9,729 +510	+6%	+$13.2K	0.01%	485
2024 Q4	$234K	Sell	9,219 -18	-0.2%	-$470	0.01%	503
2024 Q3	$254K	Sell	9,237 -3,399	-27%	-$90.8K	0.01%	491
2024 Q2	$324K	Sell	12,636 -150	-1%	-$3.9K	0.02%	424
2024 Q1	$337K	Buy	12,786 +1,440	+13%	+$38.3K	0.02%	406
2023 Q4	$311K	Buy	11,346 +170	+2%	+$4.47K	0.02%	397
2023 Q3	$288K	Hold	11,176	–	–	0.02%	393
2023 Q2	$299K	Hold	11,176	–	–	0.02%	397
2023 Q1	$305K	Sell	11,176 -4,265	-28%	-$116K	0.02%	386
2022 Q4	$418K	Sell	15,441 -268	-2%	-$6.92K	0.03%	334
2022 Q3	$393K	Buy	15,709 +42	+0.3%	+$1.1K	0.03%	336
2022 Q2	$422K	Sell	15,667 -3,264	-17%	-$90.5K	0.03%	329
2022 Q1	$551K	Buy	18,931 +4,166	+28%	+$124K	0.04%	297
2021 Q4	$449K	Hold	14,765	–	–	0.03%	336
2021 Q3	$459K	Buy	14,765 +82	+0.6%	+$2.59K	0.03%	302
2021 Q2	$462K	Hold	14,683	–	–	0.04%	292
2021 Q1	$462K	Buy	14,683 +1,210	+9%	+$39.1K	0.04%	292
2020 Q4	$442K	Buy	13,473 +843	+7%	+$27K	0.04%	282
2020 Q3	$397K	Buy	12,630 +3,191	+34%	+$100K	0.03%	282
2020 Q2	$288K	Buy	9,439 +696	+8%	+$20.8K	0.03%	316
2020 Q1	$259K	Hold	8,743	–	–	0.03%	305
2019 Q4	$270K	Sell	8,743 -175	-2%	-$5.34K	0.03%	341
2019 Q3	$270K	Buy	8,918 +645	+8%	+$19.8K	0.03%	339
2019 Q2	$257K	Buy	+8,273	New	+$253K	0.03%	345

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Leavell Investment Management's BWZ Position: Q2 2026 in Review

Leavell Investment Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 18% in Q2 2026, buying an estimated $75.5K and bringing the position to 18,649 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #437.

Leavell Investment Management first reported a position in BWZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $551K in Q1 2022. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Leavell Investment Management held 18,649 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $499K as of Q2 2026.
Leavell Investment Management bought 2,784 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $75.5K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #437 holding.
Leavell Investment Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
Leavell Investment Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $551K in Q1 2022.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.