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

Legacy Wealth Management (Idaho)’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 		– Sell
-27
Closed -$727 – 295
2026
Q1 		$727 Hold
27
– – ﹤0.01% 907
2025
Q4 		$741 Hold
27
– – ﹤0.01% 782
2025
Q3 		$752 Hold
27
– – ﹤0.01% 646
2025
Q2 		$758 Hold
27
– – ﹤0.01% 616
2025
Q1 		$710 Hold
27
– – ﹤0.01% 673
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

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 Management (Idaho)'s BWZ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026, closing a stake of 27 shares — an estimated $727 sold.

Legacy Wealth Management (Idaho) first reported a position in BWZ in Q3 2024 and held it in 7 quarters. The position peaked at $2.93K in Q3 2024. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 27 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $727.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.93K in Q3 2024.
  • 72 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 Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.