Patriot Financial Group Insurance Agency’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Patriot Financial Group Insurance Agency’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	$2.74M	Sell	102,347 -89,077	-47%	-$2.42M	0.28%	96
2026 Q1	$5.15M	Buy	191,424 +98,433	+106%	+$2.7M	0.29%	95
2025 Q4	$2.55M	Buy	92,991 +7,757	+9%	+$212K	0.3%	87
2025 Q3	$2.37M	Buy	85,234 +24,376	+40%	+$676K	0.3%	85
2025 Q2	$1.71M	Buy	+60,858	New	+$1.67M	0.2%	133
2022 Q3	–	Sell	-147	Closed	-$4K	–	614
2022 Q2	$4K	Hold	147	–	–	﹤0.01%	1529
2022 Q1	$4K	Hold	147	–	–	﹤0.01%	1666
2021 Q4	$4K	Hold	147	–	–	﹤0.01%	1759
2021 Q3	$5K	Hold	147	–	–	﹤0.01%	1679
2021 Q2	$5K	Buy	+147	New	+$4.72K	﹤0.01%	1636

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

DMC Group Birmingham, Alabama $146M AUM 38.48% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BWZ Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 47% in Q2 2026, selling an estimated $2.42M and leaving 102,347 shares worth $2.74M. The position accounts for 0.28% of the portfolio, ranked #96.

Patriot Financial Group Insurance Agency first reported a position in BWZ in Q2 2021 and has held it in 10 quarters since. The position peaked at $5.15M in Q1 2026. 39 funds tracked by Wall St. Rank hold BWZ as of Q2 2026.

Patriot Financial Group Insurance Agency held 102,347 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $2.74M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 89,077 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2026, an estimated $2.42M.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.28% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #96 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2021 and has held it in 10 quarters since.
Patriot Financial Group Insurance Agency's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $5.15M in Q1 2026.
39 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.