NWP
BWZ icon

NerdWallet Wealth Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

NerdWallet Wealth Partners’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 		$627K Buy
23,421
+3,185
+16% +$86.4K 0.22% 37
2026
Q1 		$545K Buy
+20,236
New +$556K 0.24% 35

Other funds holding BWZ

QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Goldman Sachs
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
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IC
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

NerdWallet Wealth Partners's BWZ Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 16% in Q2 2026, buying an estimated $86.4K and bringing the position to 23,421 shares worth $627K. The position accounts for 0.22% of the portfolio, ranked #37.

NerdWallet Wealth Partners first reported a position in BWZ in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • NerdWallet Wealth Partners held 23,421 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $627K as of Q2 2026.
  • NerdWallet Wealth Partners bought 3,185 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $86.4K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.22% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • NerdWallet Wealth Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.