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

NewEdge Advisors’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
2025
Q2 		– Sell
-83
Closed -$2.17K – 4005
2025
Q1 		$2.17K Buy
83
+1
+1% +$26 ﹤0.01% 3492
2024
Q4 		$2.09K Buy
+82
New +$2.14K ﹤0.01% 3439

Other funds holding BWZ

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AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

NewEdge Advisors's BWZ Position: Q2 2025 in Review

NewEdge Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2025, closing a stake of 83 shares — an estimated $2.17K sold.

NewEdge Advisors first reported a position in BWZ in Q4 2024 and held it in 2 quarters. The position peaked at $2.17K in Q1 2025. 78 funds tracked by Wall St. Rank hold BWZ as of Q2 2025.

  • NewEdge Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 83 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2025, an estimated $2.17K.
  • NewEdge Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • NewEdge Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $2.17K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.