Legacy Wealth Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-30,582
| Closed | -$818K | – | 367 |
|
|
2026
Q2 | $818K | Buy |
30,582
+905
| +3% | +$24.6K | 0.18% | 160 |
|
|
2026
Q1 | $799K | Buy |
29,677
+1,063
| +4% | +$29.2K | 0.19% | 161 |
|
|
2025
Q4 | $784K | Buy |
28,614
+1,255
| +5% | +$34.3K | 0.19% | 161 |
|
|
2025
Q3 | $761K | Buy |
27,359
+641
| +2% | +$17.8K | 0.19% | 168 |
|
|
2025
Q2 | $750K | Sell |
26,718
-142
| -0.5% | -$3.89K | 0.19% | 150 |
|
|
2025
Q1 | $705K | Sell |
26,860
-372
| -1% | -$9.61K | 0.19% | 157 |
|
|
2024
Q4 | $690K | Sell |
27,232
-530
| -2% | -$13.8K | 0.19% | 167 |
|
|
2024
Q3 | $765K | Sell |
27,762
-432
| -2% | -$11.5K | 0.21% | 139 |
|
|
2024
Q2 | $723K | Buy |
28,194
+1,400
| +5% | +$36.4K | 0.2% | 136 |
|
|
2024
Q1 | $706K | Buy |
26,794
+672
| +3% | +$17.9K | 0.2% | 154 |
|
|
2023
Q4 | $716K | Sell |
26,122
-374
| -1% | -$9.84K | 0.23% | 134 |
|
|
2023
Q3 | $683K | Sell |
26,496
-1,838
| -6% | -$48.9K | 0.25% | 122 |
|
|
2023
Q2 | $757K | Buy |
28,334
+854
| +3% | +$23.1K | 0.26% | 109 |
|
|
2023
Q1 | $749K | Sell |
27,480
-1,179
| -4% | -$31.9K | 0.27% | 116 |
|
|
2022
Q4 | $776K | Sell |
28,659
-601
| -2% | -$15.5K | 0.3% | 114 |
|
|
2022
Q3 | $731K | Buy |
29,260
+136
| +0.5% | +$3.56K | 0.32% | 104 |
|
|
2022
Q2 | $785K | Sell |
29,124
-521
| -2% | -$14.4K | 0.32% | 126 |
|
|
2022
Q1 | $863K | Buy |
29,645
+1,384
| +5% | +$41.3K | 0.31% | 129 |
|
|
2021
Q4 | $859K | Buy |
28,261
+5,292
| +23% | +$163K | 0.29% | 134 |
|
|
2021
Q3 | $714K | Buy |
22,969
+275
| +1% | +$8.67K | 0.33% | 125 |
|
|
2021
Q2 | $721K | Buy |
22,694
+330
| +1% | +$10.6K | 0.32% | 130 |
|
|
2021
Q1 | $704K | Buy |
22,364
+2,309
| +12% | +$74.6K | 0.33% | 126 |
|
|
2020
Q4 | $658K | Buy |
+20,055
| New | +$643K | 0.33% | 119 |
|
Other funds holding BWZ
FFG
MCP
FFA
EB
Legacy Wealth Asset Management's BWZ Position: Q3 2026 in Review
Legacy Wealth Asset Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2026, closing a stake of 30,582 shares — an estimated $818K sold.
Legacy Wealth Asset Management first reported a position in BWZ in Q4 2020 and held it in 23 quarters. The position peaked at $863K in Q1 2022. 4 funds tracked by Wall St. Rank hold BWZ as of Q3 2026.
- Legacy Wealth Asset Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
- Legacy Wealth Asset Management sold 30,582 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2026, an estimated $818K.
- Legacy Wealth Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2020 and held it in 23 quarters.
- Legacy Wealth Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $863K in Q1 2022.
- 4 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2026.
Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.