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Legacy Wealth Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Legacy Wealth Asset 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 		$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

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
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
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
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

Legacy Wealth Asset Management's BWZ Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 3% in Q2 2026, buying an estimated $24.6K and bringing the position to 30,582 shares worth $818K. The position accounts for 0.18% of the portfolio, ranked #160.

Legacy Wealth Asset Management first reported a position in BWZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $863K in Q1 2022. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Legacy Wealth Asset Management held 30,582 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $818K as of Q2 2026.
  • Legacy Wealth Asset Management bought 905 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $24.6K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #160 holding.
  • Legacy Wealth Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $863K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.