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

Legacy Investment Solutions’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
Q2 		$758 Buy
+27
New +$740 ﹤0.01% 616
2024
Q4 		$694 Sell
27
-87
-76% -$2.27K ﹤0.01% 629
2024
Q3 		$2.93K Buy
+114
New +$3.04K ﹤0.01% 443

Other funds holding BWZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Legacy Investment Solutions's BWZ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2025: 27 shares worth $758. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BWZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BWZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.93K in Q3 2024. 78 funds tracked by Wall St. Rank hold BWZ as of Q2 2025.

  • Legacy Investment Solutions held 27 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $758 as of Q2 2025.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #616 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.93K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.