Lunt Capital Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Lunt Capital 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	$616K	Buy	23,020 +215	+0.9%	+$5.83K	0.23%	59
2026 Q1	$614K	Buy	22,805 +48	+0.2%	+$1.32K	0.24%	63
2025 Q4	$624K	Sell	22,757 -324	-1%	-$8.85K	0.23%	60
2025 Q3	$642K	Sell	23,081 -250	-1%	-$6.93K	0.25%	61
2025 Q2	$655K	Buy	23,331 +380	+2%	+$10.4K	0.25%	56
2025 Q1	$603K	Buy	22,951 +924	+4%	+$23.9K	0.22%	54
2024 Q4	$558K	Sell	22,027 -894	-4%	-$23.4K	0.22%	56
2024 Q3	$631K	Buy	22,921 +305	+1%	+$8.14K	0.3%	56
2024 Q2	$580K	Sell	22,616 -355	-2%	-$9.22K	0.29%	54
2024 Q1	$606K	Sell	22,971 -1,093	-5%	-$29.1K	0.3%	55
2023 Q4	$659K	Sell	24,064 -38	-0.2%	-$1K	0.34%	51
2023 Q3	$621K	Sell	24,102 -391	-2%	-$10.4K	0.33%	47
2023 Q2	$654K	Buy	+24,493	New	+$663K	0.35%	49

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

Lunt Capital Management's BWZ Position: Q2 2026 in Review

Lunt Capital Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 0.94% in Q2 2026, buying an estimated $5.83K and bringing the position to 23,020 shares worth $616K. The position accounts for 0.23% of the portfolio, ranked #59.

Lunt Capital Management first reported a position in BWZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $659K in Q4 2023. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Lunt Capital Management held 23,020 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $616K as of Q2 2026.
Lunt Capital Management bought 215 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $5.83K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.23% of Lunt Capital Management's portfolio in Q2 2026, its #59 holding.
Lunt Capital Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Lunt Capital Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $659K in Q4 2023.
73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.