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

Morgan Stanley’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 		$4.35M Buy
161,573
+139,931
+647% +$3.84M ﹤0.01% 4242
2025
Q4 		$593K Sell
21,642
-6,918
-24% -$189K ﹤0.01% 5421
2025
Q3 		$795K Sell
28,560
-125,739
-81% -$3.49M ﹤0.01% 5278
2025
Q2 		$4.33M Buy
154,299
+145,403
+1,634% +$3.99M ﹤0.01% 4166
2025
Q1 		$234K Buy
8,896
+1
+0% +$26 ﹤0.01% 5668
2024
Q4 		$225K Sell
8,895
-198
-2% -$5.17K ﹤0.01% 5744
2024
Q3 		$250K Sell
9,093
-65
-0.7% -$1.74K ﹤0.01% 5667
2024
Q2 		$235K Sell
9,158
-195
-2% -$5.06K ﹤0.01% 5596
2024
Q1 		$247K Sell
9,353
-9,763
-51% -$260K ﹤0.01% 5653
2023
Q4 		$524K Buy
19,116
+9,759
+104% +$257K ﹤0.01% 5601
2023
Q3 		$241K Sell
9,357
-1,630
-15% -$43.4K ﹤0.01% 5501
2023
Q2 		$294K Sell
10,987
-343
-3% -$9.28K ﹤0.01% 5471
2023
Q1 		$309K Sell
11,330
-940
-8% -$25.5K ﹤0.01% 5503
2022
Q4 		$332K Sell
12,270
-1,982
-14% -$51.2K ﹤0.01% 5441
2022
Q3 		$357K Buy
14,252
+54
+0.4% +$1.42K ﹤0.01% 5442
2022
Q2 		$383K Sell
14,198
-241
-2% -$6.68K ﹤0.01% 5547
2022
Q1 		$420K Sell
14,439
-2,959
-17% -$88.4K ﹤0.01% 5510
2021
Q4 		$529K Sell
17,398
-2,643
-13% -$81.2K ﹤0.01% 5509
2021
Q3 		$623K Buy
20,041
+341
+2% +$10.8K ﹤0.01% 5354
2021
Q2 		$625K Sell
19,700
-2,117
-10% -$68.1K ﹤0.01% 5383
2021
Q1 		$687K Sell
21,817
-8,588
-28% -$278K ﹤0.01% 4970
2020
Q4 		$998K Buy
30,405
+2,512
+9% +$80.5K ﹤0.01% 4672
2020
Q3 		$876K Buy
27,893
+1,415
+5% +$44.3K ﹤0.01% 4309
2020
Q2 		$808K Buy
26,478
+22,257
+527% +$667K ﹤0.01% 4323
2020
Q1 		$125K Sell
4,221
-10,790
-72% -$326K ﹤0.01% 5090
2019
Q4 		$463K Sell
15,011
-751
-5% -$22.9K ﹤0.01% 4969
2019
Q3 		$477K Buy
15,762
+485
+3% +$14.9K ﹤0.01% 4703
2019
Q2 		$475K Sell
15,277
-1,051
-6% -$32.2K ﹤0.01% 4634
2019
Q1 		$499K Sell
16,328
-30,515
-65% -$940K ﹤0.01% 4550
2018
Q4 		$1.44M Sell
46,843
-6,300
-12% -$194K ﹤0.01% 4030
2018
Q3 		$1.66M Sell
53,143
-48,303
-48% -$1.51M ﹤0.01% 4157
2018
Q2 		$3.17M Buy
101,446
+50,399
+99% +$1.62M ﹤0.01% 3643
2018
Q1 		$1.69M Buy
51,047
+9,610
+23% +$316K ﹤0.01% 4147
2017
Q4 		$1.33M Sell
41,437
-4,180
-9% -$133K ﹤0.01% 4349
2017
Q3 		$1.46M Sell
45,617
-332
-0.7% -$10.6K ﹤0.01% 4162
2017
Q2 		$1.44M Sell
45,949
-2,150
-4% -$66.1K ﹤0.01% 4085
2017
Q1 		$1.46M Sell
48,099
-7,013
-13% -$210K ﹤0.01% 4083
2016
Q4 		$1.61M Sell
55,112
-1,879
-3% -$57K ﹤0.01% 4107
2016
Q3 		$1.81M Sell
56,991
-3,117
-5% -$98.7K ﹤0.01% 3576
2016
Q2 		$1.89M Sell
60,108
-11,294
-16% -$354K ﹤0.01% 3471
2016
Q1 		$2.23M Sell
71,402
-6,162
-8% -$186K ﹤0.01% 3258
2015
Q4 		$2.31M Buy
77,564
+71,150
+1,109% +$2.13M ﹤0.01% 3366
2015
Q3 		$193K Sell
6,414
-10,259
-62% -$310K ﹤0.01% 5104
2015
Q2 		$512K Sell
16,673
-928
-5% -$28.6K ﹤0.01% 4692
2015
Q1 		$534K Sell
17,601
-30,538
-63% -$948K ﹤0.01% 4611
2014
Q4 		$1.55M Buy
48,139
+34,001
+240% +$1.13M ﹤0.01% 3768
2014
Q3 		$480K Sell
14,138
-2,295
-14% -$81.7K ﹤0.01% 4604
2014
Q2 		$600K Buy
16,433
+2,432
+17% +$88.1K ﹤0.01% 4447
2014
Q1 		$505K Sell
14,001
-12,532
-47% -$449K ﹤0.01% 4541
2013
Q4 		$951K Buy
26,533
+759
+3% +$27.3K ﹤0.01% 3969
2013
Q3 		$929K Sell
25,774
-30,456
-54% -$1.08M ﹤0.01% 3858
2013
Q2 		$1.96M Buy
+56,230
New +$1.98M ﹤0.01% 3165

Other funds holding BWZ

RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 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 $1.98B AUM 19.17% 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 $23.1B AUM 27.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 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 $21.5B AUM 75.26% 1-Year Est. Return

Morgan Stanley's BWZ Position: Q1 2026 in Review

Morgan Stanley increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 647% in Q1 2026, buying an estimated $3.84M and bringing the position to 161,573 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4242.

Morgan Stanley first reported a position in BWZ in Q2 2013 and has held it in 52 quarters since. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

  • Morgan Stanley held 161,573 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $4.35M as of Q1 2026.
  • Morgan Stanley bought 139,931 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $3.84M.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4242 holding.
  • Morgan Stanley first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.