LPL Financial’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

LPL Financial’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	$2.66M	Buy	99,563 +87,106	+699%	+$2.36M	﹤0.01%	3437
2026 Q1	$335K	Sell	12,457 -1,964	-14%	-$53.9K	﹤0.01%	5114
2025 Q4	$395K	Sell	14,421 -945	-6%	-$25.8K	﹤0.01%	4931
2025 Q3	$427K	Sell	15,366 -2,323	-13%	-$64.4K	﹤0.01%	4748
2025 Q2	$497K	Buy	+17,689	New	+$485K	﹤0.01%	4402
2023 Q2	–	Sell	-9,638	Closed	-$263K	–	4599
2023 Q1	$263K	Sell	9,638 -6,747	-41%	-$183K	﹤0.01%	3840
2022 Q4	$443K	Sell	16,385 -2,963	-15%	-$76.5K	﹤0.01%	3364
2022 Q3	$483K	Buy	19,348 +3,629	+23%	+$95.1K	﹤0.01%	3194
2022 Q2	$424K	Buy	15,719 +3,202	+26%	+$88.8K	﹤0.01%	3342
2022 Q1	$364K	Sell	12,517 -213	-2%	-$6.36K	﹤0.01%	3428
2021 Q4	$387K	Sell	12,730 -3,448	-21%	-$106K	﹤0.01%	3497
2021 Q3	$503K	Buy	16,178 +6,414	+66%	+$202K	﹤0.01%	3203
2021 Q2	$310K	Buy	+9,764	New	+$314K	﹤0.01%	3568
2021 Q1	–	Sell	-28,708	Closed	-$942K	–	4088
2020 Q4	$942K	Buy	+28,708	New	+$920K	﹤0.01%	2232
2019 Q2	–	Sell	-7,888	Closed	-$241K	–	3287
2019 Q1	$241K	Sell	7,888 -1,844	-19%	-$56.8K	﹤0.01%	2808
2018 Q4	$299K	Buy	+9,732	New	+$299K	﹤0.01%	2467
2018 Q3	–	Sell	-24,071	Closed	-$753K	–	3239
2018 Q2	$753K	Buy	+24,071	New	+$772K	﹤0.01%	1856
2015 Q3	–	Sell	-6,678	Closed	-$204K	–	2793
2015 Q2	$204K	Sell	6,678 -85	-1%	-$2.62K	﹤0.01%	2610
2015 Q1	$205K	Sell	6,763 -1,094	-14%	-$34K	﹤0.01%	2542
2014 Q4	$253K	Buy	+7,857	New	+$262K	﹤0.01%	2309

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

LPL Financial's BWZ Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 699% in Q2 2026, buying an estimated $2.36M and bringing the position to 99,563 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

LPL Financial first reported a position in BWZ in Q4 2014 and has held it in 20 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

LPL Financial held 99,563 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.66M as of Q2 2026.
LPL Financial bought 87,106 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $2.36M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3437 holding.
LPL Financial first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2014 and has held it in 20 quarters since.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.