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Montag & Associates’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Montag & Associates’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 		– Sell
-1,696
Closed -$46.5K – 950
2025
Q4 		$46.5K Hold
1,696
– – ﹤0.01% 606
2025
Q3 		$47.2K Hold
1,696
– – ﹤0.01% 604
2025
Q2 		$47.6K Hold
1,696
– – ﹤0.01% 594
2025
Q1 		$44.5K Buy
+1,696
New +$43.8K ﹤0.01% 635

Other funds holding BWZ

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 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 $2.22B AUM 23.18% 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 $27.6B AUM 31.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 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 $21.7B AUM 77.3% 1-Year Est. Return

Montag & Associates's BWZ Position: Q1 2026 in Review

Montag & Associates sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2026, closing a stake of 1,696 shares — an estimated $46.5K sold.

Montag & Associates first reported a position in BWZ in Q1 2025 and held it in 4 quarters. The position peaked at $47.6K in Q2 2025. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Montag & Associates reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 1,696 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $46.5K.
  • Montag & Associates first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Montag & Associates's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $47.6K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.