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Matthew Goff Investment Advisor’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Matthew Goff Investment Advisor’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
-564,750
Closed -$14.1M – 94
2026
Q1 		$14.1M Buy
+564,750
New +$15.5M 2.35% 10

Other funds holding BWZ

LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Matthew Goff Investment Advisor's BWZ Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2026, closing a stake of 564,750 shares — an estimated $14.1M sold.

Matthew Goff Investment Advisor first reported a position in BWZ in Q1 2026 and held it in 1 quarter. The position peaked at $14.1M in Q1 2026. 12 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 564,750 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $14.1M.
  • Matthew Goff Investment Advisor first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $14.1M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.