PHAM
BWZ icon

Palisades Hudson Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Palisades Hudson Asset Management’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 		$569K Buy
21,259
+1,144
+6% +$31K 0.2% 54
2026
Q1 		$541K Buy
20,115
+46
+0.2% +$1.26K 0.21% 53
2025
Q4 		$550K Buy
20,069
+580
+3% +$15.8K 0.21% 57
2025
Q3 		$542K Buy
19,489
+72
+0.4% +$2K 0.2% 55
2025
Q2 		$545K Buy
19,417
+9,847
+103% +$270K 0.21% 52
2025
Q1 		$251K Buy
9,570
+25
+0.3% +$646 0.11% 82
2024
Q4 		$242K Buy
9,545
+57
+0.6% +$1.49K 0.1% 91
2024
Q3 		$261K Sell
9,488
-111
-1% -$2.96K 0.11% 84
2024
Q2 		$246K Sell
9,599
-344
-3% -$8.93K 0.11% 84
2024
Q1 		$262K Buy
9,943
+24
+0.2% +$638 0.12% 80
2023
Q4 		$272K Buy
9,919
+48
+0.5% +$1.26K 0.13% 77
2023
Q3 		$254K Buy
9,871
+31
+0.3% +$825 0.14% 78
2023
Q2 		$263K Sell
9,840
-342
-3% -$9.25K 0.14% 78
2023
Q1 		$278K Buy
10,182
+13
+0.1% +$352 0.15% 75
2022
Q4 		$275K Buy
10,169
+21
+0.2% +$542 0.15% 81
2022
Q3 		$254K Buy
10,148
+7
+0.1% +$183 0.15% 78
2022
Q2 		$273K Buy
10,141
+3
+0% +$83 0.15% 76
2022
Q1 		$295K Buy
10,138
+1
+0% +$30 0.14% 87
2021
Q4 		$308K Buy
10,137
+43
+0.4% +$1.32K 0.13% 88
2021
Q3 		$314K Hold
10,094
– – 0.14% 81
2021
Q2 		$320K Buy
10,094
+308
+3% +$9.9K 0.14% 80
2021
Q1 		$308K Hold
9,786
– – 0.15% 78
2020
Q4 		$321K Hold
9,786
– – 0.17% 68
2020
Q3 		$307K Sell
9,786
-2,207
-18% -$69.1K 0.2% 69
2020
Q2 		$366K Sell
11,993
-331
-3% -$9.91K 0.25% 52
2020
Q1 		$366K Buy
12,324
+5
+0% +$151 0.31% 42
2019
Q4 		$380K Buy
12,319
+10
+0.1% +$305 0.24% 56
2019
Q3 		$373K Buy
12,309
+9
+0.1% +$276 0.26% 54
2019
Q2 		$382K Buy
12,300
+12
+0.1% +$367 0.26% 53
2019
Q1 		$376K Sell
12,288
-406
-3% -$12.5K 0.24% 51
2018
Q4 		$390K Buy
12,694
+87
+0.7% +$2.67K 0.23% 56
2018
Q3 		$393K Buy
12,607
+7
+0.1% +$219 0.2% 62
2018
Q2 		$394K Buy
12,600
+630
+5% +$20.2K 0.21% 58
2018
Q1 		$396K Buy
11,970
+91
+0.8% +$3K 0.22% 59
2017
Q4 		$382K Buy
11,879
+33
+0.3% +$1.05K 0.21% 65
2017
Q3 		$379K Buy
11,846
+1
+0% +$32 0.22% 60
2017
Q2 		$371K Hold
11,845
– – 0.22% 59
2017
Q1 		$359K Buy
11,845
+15
+0.1% +$449 0.23% 58
2016
Q4 		$346K Sell
11,830
-864
-7% -$26.2K 0.21% 55
2016
Q3 		$404K Sell
12,694
-296
-2% -$9.37K 0.31% 40
2016
Q2 		$408K Sell
12,990
-147
-1% -$4.61K 0.33% 37
2016
Q1 		$411K Buy
13,137
+8
+0.1% +$242 0.32% 39
2015
Q4 		$391K Hold
13,129
– – 0.33% 42
2015
Q3 		$395K Buy
+13,129
New +$397K 0.35% 39
2015
Q1 		– Sell
-13,035
Closed -$421K – 95
2014
Q4 		$421K Buy
13,035
+2,360
+22% +$78.7K 0.33% 38
2014
Q3 		$363K Buy
10,675
+345
+3% +$12.3K 0.3% 45
2014
Q2 		$377K Hold
10,330
– – 0.31% 33
2014
Q1 		$372K Buy
10,330
+8
+0.1% +$287 0.32% 32
2013
Q4 		$370K Buy
+10,322
New +$372K 0.31% 31

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

Palisades Hudson Asset Management's BWZ Position: Q2 2026 in Review

Palisades Hudson Asset Management increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 5.7% in Q2 2026, buying an estimated $31K and bringing the position to 21,259 shares worth $569K. The position accounts for 0.2% of the portfolio, ranked #54.

Palisades Hudson Asset Management first reported a position in BWZ in Q4 2013 and has held it in 49 quarters since. 73 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

  • Palisades Hudson Asset Management held 21,259 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $569K as of Q2 2026.
  • Palisades Hudson Asset Management bought 1,144 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $31K.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.2% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #54 holding.
  • Palisades Hudson Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2013 and has held it in 49 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 Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.