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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
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

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BWZ Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q1 2026 at 27 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Legacy Wealth Management (Idaho) first reported a position in BWZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.93K in Q3 2024. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 27 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $727 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #907 holding.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.93K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.