Lugano Financial Advisors SA (LFA)’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$184K	Hold	7,271	–	–	0.11%	91
2026 Q1	$195K	Buy	7,271 +814	+13%	+$22.4K	0.1%	82
2025 Q4	$177K	Sell	6,457 -1,937	-23%	-$52.9K	0.09%	86
2025 Q3	$233K	Buy	8,394 +407	+5%	+$11.3K	0.12%	72
2025 Q2	$223K	Hold	7,987	–	–	0.13%	70
2025 Q1	$210K	Buy	7,987 +723	+10%	+$18.7K	0.14%	67
2024 Q4	$184K	Sell	7,264 -538	-7%	-$14.1K	0.12%	78
2024 Q3	$215K	Hold	7,802	–	–	0.15%	69
2024 Q2	$200K	Buy	7,802 +1,347	+21%	+$35K	0.15%	63
2024 Q1	$170K	Hold	6,455	–	–	0.12%	76
2023 Q4	$177K	Sell	6,455 -702	-10%	-$18.5K	0.14%	59
2023 Q3	$184K	Hold	7,157	–	–	0.16%	56
2023 Q2	$191K	Hold	7,157	–	–	0.13%	76
2023 Q1	$195K	Hold	7,157	–	–	0.15%	49
2022 Q4	$194K	Sell	7,157 -458	-6%	-$11.8K	0.14%	60
2022 Q3	$190K	Hold	7,615	–	–	0.15%	66
2022 Q2	$205K	Buy	7,615 +785	+11%	+$21.8K	0.14%	59
2022 Q1	$198K	Buy	+6,830	New	+$204K	0.13%	65

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

Lugano Financial Advisors SA (LFA)'s BWZ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) position steady in Q2 2026 at 7,271 shares worth $184K. The position accounts for 0.11% of the portfolio, ranked #91.

Lugano Financial Advisors SA (LFA) first reported a position in BWZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $233K in Q3 2025. 72 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 7,271 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $184K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its State Street SPDR Bloomberg Short Term International Treasury Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.11% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #91 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $233K in Q3 2025.
72 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.